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Building 2FORTUNE FINANCIAL SERVICES, LLC

Map pinDALLAS, TX
Phone972-716-8002
NotebookSEC #801-46351
Total AUM
$203.9M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12222 MERIT DRIVE
SUITE 1200
DALLAS
TX 75251
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
972-716-8002

ReceiptFinancials

Total AUM
$203.9M
Accounts
386
Discretionary
$176.2M
Accounts
302
Non-Discretionary
$27.7M
Accounts
84

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGALATNTX

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

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