Fortuna Investors LLC

Fortuna Investors LLC (CRD# 170677) is a financial advisory firm headquartered in Port Jefferson, NY. They manage $12,200,000 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $938,462
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Fortuna Investors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory V. Milano
CRD#: 4860301
Setauket, NY
88
Wealthminder
score

Gregory Milano (CRD# 4860301) is an Investment Advisor Representative working at Fortuna Investors LLC in Setauket, NY and has 1 year of experience in the finance industry.

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