FORTUNE ADVISORY SERVICES
Firm details
- Headquarters
- Brooklynn, New York
- CRD number
- 289517
- Website
- www.fortunecapllc.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fortune Advisory Services operates as an independent Registered Investment Advisor (RIA) structured as a Limited Liability Company. The firm focuses on providing financial planning services and portfolio management primarily for individual and family clients. Additionally, they conduct educational seminars and workshops to enhance financial literacy among their clientele. Fortune Advisory Services does not engage in capital allocation or act as a pension consultant, nor do they participate in ESG investing. The firm is not classified as a multi-state adviser and has not been newly formed.
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 Equities100%
Contacts
1 of 1Robert Fortune
Investment ManagerCRD 5139793
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklynn, NY
KINGS
Location
Brooklynn, NY
Headquartered in Brooklynn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- KINGS
- Address
- 1219 E 89th St
- Time zone
- ET (UTC-5)
- Office locations
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