Fortuna Asset Management LLC
Fortuna Asset Management LLC (CRD# 106897) is a financial advisory firm headquartered in Irvine, CA. They manage $46,289,650 in 21 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fortuna Asset Management LLC
By the Numbers
-
Total Assets Under Management46MILLION
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$2,204,269
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Fortuna Asset Management LLC
1
Karen Brenner (CRD# 1016252) is an Investment Advisor Representative working at Fortuna Asset Management LLC in Irvine, CA and has over 42 years of experience in the finance industry.
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