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David Fortunato

WEALTHFRONT STRATEGIES LLC·PALO ALTO, California
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261 HAMILTON AVE., PALO ALTO, CA 94301CRD# 6023458Firm CRD# 289148
01

About

David Fortunato is a registered financial advisor based in PALO ALTO, California, affiliated with WEALTHFRONT STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
WEALTHFRONT STRATEGIES LLC
WEALTHFRONT STRATEGIES LLC
AUM
$1.3B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at WEALTHFRONT STRATEGIES LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6023458
Firm CRD# 289148
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Fortunato offer?
David Fortunato specializes in Investment Management, Fee-Only Advisory. Contact their office in PALO ALTO, California for a consultation.
What are David Fortunato's credentials?
David Fortunato is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Fortunato located?
David Fortunato is based in PALO ALTO, California, working with WEALTHFRONT STRATEGIES LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does David Fortunato charge for services?
David Fortunato's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHFRONT STRATEGIES LLC?
WEALTHFRONT STRATEGIES LLC has approximately 18 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Curtis K Myers — RED ROCK VENTURE MANAGEMENT, INC.Laura Brege — RED ROCK VENTURE MANAGEMENT, INC.Peter Dumanian — RED ROCK VENTURE MANAGEMENT, INC.Laura Gwosden — RED ROCK VENTURE MANAGEMENT, INC.Robert J. Todd — RED ROCK VENTURE MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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