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FORTUNE FINANCIAL ADVISORS, LLC
11600 College Blvd
Suite 225
Overland Park, Kansas 66210
Tel: 913-393-0038
About FORTUNE FINANCIAL ADVISORS, LLC
FORTUNE FINANCIAL ADVISORS, LLC, formally registered with the SEC as FORTUNE FINANCIAL ADVISORS, LLC. The firm was established in 11/14/2013. They have over 1 offices throughout the country.
FORTUNE FINANCIAL ADVISORS, LLC is a Overland Park, Kansas based Financial Planning firm with nearly $369,037,366 assets under management, offering retirement planning & investment advisory services to 787 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 145799 |
| SEC# | 801-78728 |
| Assets Managed by Firm | $369,037,366 |
| No. of Clients | 787 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 787 | $369,037,366 |
| Individuals (other than high net worth individuals) | 198 | $60,014,401 |
| High net worth individuals | 75 | $196,333,223 |
| Pension and profit sharing plans | 7 | $112,689,742 |
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