Fortuna Asset Management LLC
Fortuna Asset Management LLC (CRD# 106897) is a financial advisory firm headquartered in Newport Beach, CA. They manage $36,244,065 in 83 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts83ACCOUNTS
Average Account Value$436,675
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Karen Brenner (CRD# 1016252) is an Investment Advisor Representative working at Fortuna Asset Management LLC in Newport Beach, CA and has over 34 years of experience in the finance industry.