FORTUNE FINANCIAL GROUP, INC.
Total AUM
$141M
Employees
3Clients
174Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
630-942-9007
Other Offices
2
Financials
Total AUM
$141M
Accounts
520Discretionary
$141M
Accounts
520Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
124AUM
$33M
HNW Individual Clients
50AUM
$108M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
UNLIMITED SERVICE ANNUAL PLANNING FEE
Compliance
Disclosures
None reported
State Registrations
FLILTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.