Fortune Securities, Inc.
Firm details
- Headquarters
- Alhambra, California
- CRD number
- 40821
- Registered since
- May 2, 1997
- Website
- www.fortunesecurities.com
Firm profile
FINTRXOverview
Fortune Securities, Inc. is organized as a corporation and is registered with the SEC since 1997. The firm is owned by an individual and is classified in the dataset as "Unclassified." Available disclosures indicate it does not operate as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Publicly available information on the company's advisory focus, fee schedule, client segments and day-to-day business activities is limited, and the firm has not provided detail about its investment strategy or manager allocation preferences.
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
Contacts
3 of 16Anne Wang
Registered RepresentativeCRD 6644762
Yinyi Chen
Real Estate AgentCRD 2086259
Larry Yu
Investment Adviser RepresentativeCRD 5258240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alhambra, CA
Los Angeles
Location
Alhambra, CA
Headquartered in Alhambra, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 388 E Valley Blvd
- Time zone
- PT (UTC-8)
- Office locations
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