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FORTUNA INVESTORS LLC
CRD 175072
13641 159TH ST N, JUPITER, FL, 33478, United States
Phone
1 (646) 538-1949
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$21.2M
Discretionary AUM
$21.2M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $7.9M |
| High net worth individuals | 13 | $13.1M |
| Corporations/business entities | 1 | $217K |
All web addresses on file
Official SEC filing: View on IAPD