Fortunato Asset Management
Fortunato Asset Management (CRD# 170375) is a financial advisory firm headquartered in , . They manage $24,788,977 in 23 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Fortunato Asset Management
By the Numbers
-
Total Assets Under Management25MILLION
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Total Number of Accounts23ACCOUNTS
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Average Account Value$1,077,782
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
GA
Financial Advisors at Fortunato Asset Management
1
Sidney Davis (CRD# 6354408) is an Investment Advisor Representative working at Fortunato Asset Management in Santa Rosa Beach, FL and has over 10 years of experience in the finance industry.
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