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 listed as individually owned and is categorized as unclassified in the available records. Public filings indicate it does not act as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm has not provided substantive public detail about its advisory activities, client types, or fee arrangements.
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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