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 has been SEC-registered since 1997. The firm is owned by an individual and is classified in the data as "unclassified," reflecting limited public detail about its business model and client-facing activities. Available records indicate Fortune Securities, Inc. does not serve as a capital allocator and is not identified as an active ESG investor. It is not reported as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. Because core advisory and business-activity fields are not populated in the source data, there is little granular information about the firm's target clients, fee structure, or the specific advisory services it provides.
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 15James Yen
PresidentCRD 2257452
SHU-NUAN CHANG
foreign associateCRD 5729132
HANK CHING
Asset ManagerCRD 1949590
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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