Fortune Financial Serivces, LLC
Firm details
- Headquarters
- Monaca, Pennsylvania
- CRD number
- 42150
- Registered since
- February 18, 1997
- Website
- fortunefinancialservices.com
Firm profile
FINTRXOverview
Fortune Financial Serivces, LLC is organized as a limited liability company and is classified in available records as an independent broker‑dealer under individual ownership. Publicly available attributes flag the firm as not functioning as a capital allocator, not positioning itself as an active ESG investor, and not serving as a pension consultant or related adviser. Filings and the snapshot data provide limited detail about client segments, fee schedules, specific business lines, or advisory services.
Assets & Accounts
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
Location
Monaca, PA
Beaver
Location
Monaca, PA
Headquartered in Monaca, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Beaver
- Address
- 3582 Brodhead Rd
- Time zone
- ET (UTC-5)
- Office locations
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