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FORTUNE FINANCIAL ADVISORS, LLC
FORTUNE FINANCIAL ADVISORS, LLC
OVERLAND PARK, Kansas
·
2 registered advisors
·
CRD# 145799
SEC# 801-78728
0
913-393-0038
01
Firm Overview
AUM
$369M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FORTUNE FINANCIAL ADVISORS, LLC
2 registered advisors
Dennis Leon Wallace
OVERLAND PARK, Kansas
CRD# 1971959
Lawrence Edward Hamtil
OVERLAND PARK, Kansas
CRD# 5000996
05
Office Locations
OVERLAND PARK, Kansas
2 advisors
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Data sourced from SEC Form ADV filings. FORTUNE FINANCIAL ADVISORS, LLC (CRD# 145799) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.