Overview
Assets Under Management: $330 million
Headquarters: MIAMI, FL
High-Net-Worth Clients: 71
Average Client Assets: $2.7 million
Frequently Asked Questions
FORTUNE PARTNERS GROUP LLC 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 #269988), FORTUNE PARTNERS GROUP LLC is subject to fiduciary duty under federal law.
FORTUNE PARTNERS GROUP LLC is headquartered in MIAMI, FL.
FORTUNE PARTNERS GROUP LLC serves 71 high-net-worth clients according to their SEC filing dated April 12, 2018. View client details ↓
According to their SEC Form ADV, FORTUNE PARTNERS GROUP LLC offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
FORTUNE PARTNERS GROUP LLC manages $330 million in client assets according to their SEC filing dated April 12, 2018.
According to their SEC Form ADV, FORTUNE PARTNERS GROUP LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 57.80%
Average Client Assets: $2.7 million
Total Client Accounts: 79
Discretionary Accounts: 79
Regulatory Filings
CRD Number: 269988
Filing ID: 1209119
Last Filing Date: 2018-04-12 21:55:00