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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