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- Custodian
- Interactive Brokers ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-11-2006
- Office Locations
- 1
Office Locations
About Fortune Financial
Fortune Financial is a fee-only advisory and planning firm in Livingston, NJ serving individuals and small businesses. The team delivers comprehensive plans and investment management including portfolio construction, asset allocation, and rebalancing, with a focus on retirement rollovers and college savings. It also integrates insurance planning (life, disability, long-term care, health) and estate planning coordination, with access to quotes across 20+ carriers.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
CARLOS A RODRIGUES
PRINCIPAL
- CRD
- #5085430
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $850,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $850,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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