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Building 2FORTUNA ASSET MANAGEMENT LLC

Map pinNEWPORT BEACH, CA
Phone949-476-2872
NotebookSEC #801-24292
Total AUM
$53.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 BRISTOL STREET NORTH
SUITE 100
NEWPORT BEACH
CA 92660
United States
Operating Hours
9-5
Monday - Friday
Phone
949-476-2872

ReceiptFinancials

Total AUM
$53.2M
Accounts
65
Discretionary
$53.2M
Accounts
65
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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