FORTUNE 45, LLC.
Firm details
- Headquarters
- GONZALES, Louisiana
- CRD number
- 170693
- Registered since
- April 28, 2021
- Website
- www.fortune45.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.78%
- HNWI38.5%
- Corporations / Businesses2.18%
- Charitable Organizations0.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Fortune 45, LLC is an independent registered investment adviser that began SEC registration in 2021 and is organized as a limited liability company with individual ownership. The firm advises both individual and family clients as well as institutional clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements. Fortune 45 does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Other7%
- Cash & Cash Equivalents4%
Contacts
3 of 3JESSE RODRIGUE
Principal, President & Financial AdvisorCRD 6352511
TAYLER FENTON
Associate Investment AdvisorCRD 8007786
Victoria Varisco
Investment Adviser RepresentativeCRD 7095324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$198M in ETFs
100%
$198M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $76.9M | 128,772 | 38.77% |
Location
GONZALES, LA
ASCENSION
Location
GONZALES, LA
Headquartered in GONZALES, LA, in the South of the United States.
- Region
- South
- County
- ASCENSION
- Address
- 39309 Tommy Moore Rd
- Time zone
- CT (UTC-6)
- Office locations
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