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 (SEC-registered in 2021) controlled by an individual owner. The firm works with both private clients (individuals and families) and institutional clients. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and pension consulting. Fees are charged across a mix of percent-of-AUM, hourly, and fixed-fee arrangements. The firm does not describe itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
1 of 1
Jesse Rodrigue
President, Chief Financial AdvisorCRD 6352511
Contacts
2 of 2
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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