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Home > Retirement Planners > louisiana > gonzales > FORTUNE 45, LLC.
FORTUNE 45, LLC.
39309 Tommy Moore Rd
Gonzales, Louisiana 70737
Tel: 225-614-9599
About FORTUNE 45, LLC.
FORTUNE 45, LLC, formally registered with the SEC as FORTUNE 45, LLC. The firm was established in 04/28/2021. They have over 2 offices throughout the country.
FORTUNE 45, LLC. is a Gonzales, Louisiana based Financial Planning firm with nearly $150,997,531 assets under management, offering retirement planning & investment advisory services to 838 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170693 |
| SEC# | 801-120997 |
| Assets Managed by Firm | $150,997,531 |
| No. of Clients | 838 |
| No. of Advisors | 4 |
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 | 838 | $150,997,531 |
| Individuals (other than high net worth individuals) | 441 | $49,785,570 |
| High net worth individuals | 67 | $96,388,932 |
| Charitable organizations | 3 | $993,761 |
| Corporations or other businesses | 3 | $3,829,268 |
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|---|---|---|---|
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628 | $3,964,828,037 | 10 | 38 |
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