Fortune 45, LLC
Fortune 45, LLC (CRD# 170693) is a financial advisory firm headquartered in Gonzales, LA. They manage $150,997,531 in 838 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management151MILLION
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Total Number of Accounts838ACCOUNTS
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Average Account Value$180,188
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA, LA, MI, OK, TX
Financial Advisors at Fortune 45, LLC
1
Jesse Rodrigue (CRD# 6352511) is an Investment Advisor Representative working at Fortune 45, LLC in Prairieville, LA and has over 2 years of experience in the finance industry.
2
Victoria Varisco (CRD# 7095324) is an Investment Advisor Representative working at Fortune 45, LLC in Gonzales, LA and has over 2 years of experience in the finance industry.
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