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Building 2FORTUNE FINANCIAL ADVISORS, LLC

Map pinOVERLAND PARK, KS
Phone913-393-0038
NotebookSEC #801-78728
Total AUM
$322.6M
Employees
6
Clients
207

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11600 COLLEGE BLVD
SUITE 225
OVERLAND PARK
KS 66210
United States
Operating Hours
8:30 TO 4:00
Monday - Friday
Phone
913-393-0038

ReceiptFinancials

Total AUM
$322.6M
Accounts
610
Discretionary
$313.4M
Accounts
603
Non-Discretionary
$9.2M
Accounts
7

ContactClients

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Individual Clients
122
AUM
$36.4M
HNW Individual Clients
84
AUM
$225.4M
Corporation or Business Clients
1
AUM
$60.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKSMOTX

HandshakeAffiliates

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

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