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Karen Beth Brenner

Fortuna Asset Management LLC

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About Karen Beth Brenner

Karen Brenner is an Investment Advisor Representative with Fortuna Asset Management LLC. Karen is registered to provide Investment Advisory services in California. Karen holds a Series 65 license and has been active in the industry since 1981. Karen has been associated with Fortuna Asset Management LLC since January 2001. Fortuna Asset Management LLC is based in Irvine, California, and provides financial planning services to individuals and corporations. Karen's experience and expertise can help clients achieve their financial goals.

Firm Information

Karen Brenner is currently registered with Fortuna Asset Management LLC. 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.

$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.

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Karen Brenner’s Registration & Firm History

CA

12/06/2013 - Present

Fortuna Asset Management LLC (IRVINE CA)

NA

06/26/1984 - 01/18/1985

AMERICAN INVESTMENT SECURITIES CORPORATION

NA

11/03/1981 - 04/20/1982

PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED

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Licenses & Designations

IA

Issued 12/05/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/12/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/02/1982

Series 24 - General Securities Principal Examination

BC

Issued 10/17/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Karen Beth Brenner.
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