1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FORTUNE MANAGEMENT, LLC

Map pinRALEIGH, NC
Phone919-782-5228
NotebookSEC #801-57941
Total AUM
$64.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2300 REXWOODS DRIVE
SUITE 130
RALEIGH
NC 27607-3361
United States
Operating Hours
10 AM - 4 PM
BY APPOINTMENT ONLY
Phone
919-782-5228

ReceiptFinancials

Total AUM
$64.9M
Accounts
195
Discretionary
$64.9M
Accounts
195
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIATED FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
NC

HandshakeAffiliates

View all affiliates →

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

Feature requires an account