Be advised. This firm is no longer registered.

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).

Current Firm Details
P.o. Box 91, Port Jefferson, NY 11777
http://www.fortunainv.com
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
The map below shows states where this firm has explicit registration only.

NY, TX

Financial Advisors at Fortuna Investors LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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