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
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Fortuna Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Karen B. Brenner
CRD#: 1016252
2082 Michelson Dr, Suite 100, Irvine, CA 92612

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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