Overview
Assets Under Management: $141 million
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
FORTUNE FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111378), FORTUNE FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
FORTUNE FINANCIAL GROUP, INC. serves 50 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, FORTUNE FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
FORTUNE FINANCIAL GROUP, INC. manages $141 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, FORTUNE FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 520
Discretionary Accounts: 520
Regulatory Filings
CRD Number: 111378
Filing ID: 2055695
Last Filing Date: 2026-02-17 15:41:01