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Fortune Financial Advisors, LLC

● SEC registered since 2013CRD 145799SEC# 801-78728Overland Park, KS
Export (members)
Reg. AUM
$202.4M
Employees
5
Accounts
564
Location
Overland Park, KS

Fortune Financial Advisors, LLC assets under management

Fortune Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Overland Park, KS. The firm has been registered since 2013. It reports $202.4 million in regulatory assets under management and employs 5 people.

Fortune Financial Advisors, LLC owners & executives

3 reported
NameTitleOwnershipSince
Dennis Leon Wallace ControlManaging Partner / Ceo / CcoOver 75%2007
Lawrence Edward Hamtil ControlMember, Cio10-25%2007
Roxanna Michelle Noland ControlMember10-25%2007

Frequently asked questions

How much does Fortune Financial Advisors, LLC manage?

Fortune Financial Advisors, LLC reports $202.4 million in regulatory assets under management on its Form ADV.

How many employees does Fortune Financial Advisors, LLC have?

Fortune Financial Advisors, LLC reports 5 employees.

Where is Fortune Financial Advisors, LLC located?

Fortune Financial Advisors, LLC is based in Overland Park, KS and has been SEC-registered since 2013.

Does Fortune Financial Advisors, LLC disclose fund performance?

Fortune Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address11600 College Blvd, Suite 225, Overland Park, KS 66210
Phone913-393-0038
Fax913-563-4404
Office hours8:30 To 4:00
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$202.1M
Non-discretionary$234K
Total (RAUM)$202.4M