Fortuna Investors LLC

Fortuna Investors LLC (CRD# 175072) is a financial advisory firm headquartered in Jupiter, FL. They manage $20,902,000 in 125 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
13641 159th St N, Jupiter, FL 33478
https://wwwlinkedin.com/company/fortuna-investors
By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $167,216
Compensation Options
  • A percentage of assets under your management
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.

CA, FL, TX, WI

Financial Advisors at Fortuna Investors LLC
Showing 1 - 4 of 4 top financial advisors.
1
Vedant Mimani, financial advisor Jupiter FL
Vedant K. Mimani
CRD#: 2779409
13641 159th St N, Jupiter, FL 33478

Vedant Mimani (CRD# 2779409) is an Investment Advisor Representative working at Fortuna Investors LLC in Jupiter, FL and has over 27 years of experience in the finance industry.

2
Michael Ritger, financial advisor Jupiter FL
Michael J. Ritger
CRD#: 4736211
13641 159th St N, Jupiter, FL 33478

Michael Ritger (CRD# 4736211) is an Investment Advisor Representative working at Fortuna Investors LLC in Jupiter, FL and has over 9 years of experience in the finance industry.

3
Brent Hause, financial advisor Jupiter FL
Brent C. Hause
CRD#: 5672842
13641 159th St N, Jupiter, FL 33478

Brent Hause (CRD# 5672842) is an Investment Advisor Representative working at Fortuna Investors LLC in Jupiter, FL and has over 12 years of experience in the finance industry.

4
Nicholas Longo, financial advisor Jupiter FL
Nicholas H. Longo
CRD#: 7110842
13641 159th St N, Jupiter, FL 33478

Nicholas Longo (CRD# 7110842) is an Investment Advisor Representative working at Fortuna Investors LLC in Jupiter, FL and has over 4 years of experience in the finance industry.

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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