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Thomas Joseph Fatjo

FORTUNA INVESTORS LLC·PORT JEFFERSON, New York
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464B MAIN STREET, PORT JEFFERSON, NY 11777CRD# 2033903Firm CRD# 170677
01

About

Thomas Joseph Fatjo is a registered financial advisor based in PORT JEFFERSON, New York, affiliated with FORTUNA INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
03

Firm Overview

Firm
FORTUNA INVESTORS LLC
FORTUNA INVESTORS LLC
AUM
$14M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at FORTUNA INVESTORS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2033903
Firm CRD# 170677
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Thomas Joseph Fatjo offer?
Thomas Joseph Fatjo specializes in Investment Management. Contact their office in PORT JEFFERSON, New York for a consultation.
What are Thomas Joseph Fatjo's credentials?
Thomas Joseph Fatjo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Joseph Fatjo located?
Thomas Joseph Fatjo is based in PORT JEFFERSON, New York, working with FORTUNA INVESTORS LLC. Their office serves clients in the PORT JEFFERSON metropolitan area and surrounding communities.
How does Thomas Joseph Fatjo charge for services?
Thomas Joseph Fatjo's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTUNA INVESTORS LLC?
FORTUNA INVESTORS LLC has approximately 2 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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