Fortunato Asset Management

Fortunato Asset Management (CRD# 170375) is a financial advisory firm headquartered in , . They manage $24,788,977 in 23 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://fortunatofunds.com
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $1,077,782
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Fortunato Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Sidney Davis, financial advisor Santa Rosa Beach FL
Sidney D. Davis
CRD#: 6354408
Santa Rosa Beach, FL

Sidney Davis (CRD# 6354408) is an Investment Advisor Representative working at Fortunato Asset Management in Santa Rosa Beach, FL and has over 10 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals