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Fortuna Asset Management LLC

Headquartered in IRVINE, CA

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Firm Information

Fortuna Asset Management LLC is an investment advisor with $45,131,478 in regulatory assets under management. The firm provides portfolio management for individuals and selection of other advisers. It has 26 accounts, including 26 discretionary accounts. The firm serves high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

Fortuna Asset Management LLC

$45.13M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

FORTUNA ASSET MANAGEMENT LLC has a total of 1 branch locations across the country.
location

IRVINE, CA

Advisors at Fortuna Asset Management LLC

View All 1 Advisors
Unclaimed
Karen Beth Brenner

RA

IRVINE, CA

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Disclosures

There are no public disclosures for Fortuna Asset Management LLC.

Frequently Asked Questions (6)

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