$3.1M Total AUM
$3.1M Disc. AUM
-- 3Y CAGR
1 Employees
48 ADV. Clients
7 yrs Firm Age
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- Custodian
- Trade-PMR
- Clients
- Retail
- Platforms
- Oak meridian
- Established Date
- 12-20-2018
- Office Locations
- 1
Office Locations
7777 Davie RD Ext. #302b Plantation FL
About Emergent Fortuity Financial, LLC
Emergent Fortuity Financial, LLC is a Florida-based, owner-led RIA serving retail clients with planning, portfolio construction, and insurance/annuity guidance. Portfolios emphasize asset allocation using ETFs and mutual funds alongside fixed income. Custody is primarily held at TradePMR, with research and compliance led by managing member Brandon Yee.
Team overview
-- AVG AGE
$3.1M AVG AUM / ADVISOR
$65.4K AVG AUM / CLIENT
7.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Radial pioneer
Investment Themes
Momentum Vector delta
Investment Vehicles
Wave Meridian
Services
Vector alpha Value frontier Delta
Technology
Vital
Owner & Executives
B
BRANDON YEE
Chief Compliance Officer, Director Of Research, Managing Member
- CRD
- #6405723
- Ownership
- 75% or more
(804) 971-8929
wave.summit@vectorcapital.com
in linkedin.com/in/pathway-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,140,170 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,140,170 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,140,170
Equity - Exchange:
29.8% U.S. Government/Agency:
17.5% Public Funds:
27.5% Cash:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,151,190,115 | 29.8% |
| U.S. Government/Agency | $676,034,463 | 17.5% |
| Public Funds | $1,062,339,871 | 27.5% |
| Cash | $973,489,628 | 25.2% |
| Total | $3,863,054,077 | 100.0% |