Fortune Financial
Firm details
- Headquarters
- ,
- CRD number
- 135807
- Website
- fortunefinancial.org
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fortune Financial is organized as a limited liability company and operates as an independent registered investment adviser serving individuals and families, with portfolio management services for small businesses. The firm is owner-operated and charges clients either a percentage of assets under management or fixed fees. Its advisory scope centers on financial planning and discretionary portfolio management rather than institutional or pension consulting work. Fortune Financial does not identify as an active ESG investor and is not described as a multi-state adviser or a capital allocator.
Assets & Accounts
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
- Cash & Cash Equivalents50%
- US Government Bonds30%
- Exchange Traded Equities20%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations