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Building 2FORTUNE FINANCIAL GROUP, INC.

Map pin
Phone630-942-9007
NotebookSEC #801-133831
Total AUM
$141M
Employees
3
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8-5
Monday - Friday
Phone
630-942-9007
Other Offices
2

ReceiptFinancials

Total AUM
$141M
Accounts
520
Discretionary
$141M
Accounts
520
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
124
AUM
$33M
HNW Individual Clients
50
AUM
$108M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
UNLIMITED SERVICE ANNUAL PLANNING FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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