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Wallace Fortune

Howard Capital Management Group, LLC

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About Wallace Fortune

Wallace Fortune is an Investment Advisor Representative associated with Howard Capital Management Group, LLC. Wallace has been in the securities industry since January 2010. Wallace is registered with the state of California. Wallace specializes in portfolio management for individuals and businesses.

Firm Information

Wallace Fortune is currently registered with Howard Capital Management Group, LLC. Howard Capital Management Group, LLC is an investment advisor based in Los Angeles, California. They offer portfolio management services for individuals, businesses, and pooled investment vehicles, as well as other investment advisory functions. They currently manage approximately $1.98 billion in assets for a diverse clientele, including individuals, corporations, charitable organizations, and pension plans.
Howard Capital Management Group, LLC

11601 WILSHIRE BLVD

LOS ANGELES, CA 90025-1766

$1.98B

Assets Under Management

Not reported

Total Clients

7

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Wallace Fortune’s Registration & Firm History

CA

06/22/2021 - Present

Howard Capital Management Group, LLC (LOS ANGELES CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wallace Fortune.
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