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Fortune Financial Advisors
FORTUNE FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2013. The firm manages $323 million in assets,...
Overview
FORTUNE FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser in OVERLAND PARK, KS, registered since 2013. The firm manages $323 million in assets, with $313 million on a discretionary basis. It has 6 employees and 6 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Does Fortune Financial Advisors disclose its assets under management?
No public source, including SEC filings or firm communications, lists a specific AUM figure. The firm's size and scale remain unconfirmed.
Who are the key principals at Fortune Financial Advisors?
No named principals or leadership team members are publicly identifiable through firm materials, LinkedIn, or credible media sources. The firm's ownership structure is not disclosed.
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