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Building 2FORTUNE PARTNERS GROUP LLC

Map pinMIAMI, FL
Phone305-831-4999
NotebookSEC #801-105471
Total AUM
$262.7M
Employees
7
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1395 BRICKELL AVENUE
SUITE 1010
MIAMI
FL 33131
United States
Operating Hours
9 AM - 4 PM
Monday - Friday
Phone
305-831-4999

ReceiptFinancials

Total AUM
$262.7M
Accounts
72
Discretionary
$262.7M
Accounts
72
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
71
AUM
$190.9M
Pooled Vehicle Clients
1
AUM
$71.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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