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, SEC-registered registered investment adviser (registered in 2021) organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Its fee schedule combines asset-based fees with hourly and fixed-fee arrangements. Fortune 45 reports that it does not identify as an active ESG investor and is not structured as a multi-state adviser or as a third-party capital allocator; instead, it relies on externally managed funds for alternative exposures.
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%
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 13Active vs passive
$220M in ETFs
100%
$220M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $88.6M | 129,010 | 40.25% |
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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