Fortune Securities, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Alhambra, California
CRD number
40821
Registered since
May 2, 1997

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 16
  • Anne Wang

    Registered RepresentativeCRD 6644762

  • Yinyi Chen

    Real Estate AgentCRD 2086259

  • Larry Yu

    Investment Adviser RepresentativeCRD 5258240

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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