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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-21-2019
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 486 clients, or 486 clients per representative. That equates to $6.8K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on September 12, 2024. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Fortune Advisory Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Robert Fortune
Chief Compliance Officer, Investment Adviser, Owner
- CRD
- #5139793
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
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
SMA allocation detail is available
Fortune Advisory Services has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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