$3.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
486 ADV. Clients
7 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-2019
- Office Locations
- 1
Office Locations
1219 E 89th ST Brooklyn NY
About Fortune Advisory Services
Fortune Advisory Services is a Brooklyn-based RIA. The firm has been operating for 7 years. Managing $3.3M in total assets under management, with 1 advisory representatives. They custody assets with Pershing.
Team overview
40 AVG AGE
$3.3M AVG AUM / ADVISOR
$6.8K AVG AUM / CLIENT
6.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Robert Fortune
Chief Compliance Officer, Investment Adviser, Owner
- CRD
- #5139793
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,300,000 | -- |
| Total | $3,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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