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Fortune Financial Group, Inc.

● SEC registered since 2025CRD 111378SEC# 801-133831Glen Ellyn, IL
Export (members)
Reg. AUM
$107M
Employees
3
Accounts
486
Location
Glen Ellyn, IL

Fortune Financial Group, Inc. assets under management

Fortune Financial Group, Inc. operates as an SEC-registered investment adviser based in Glen Ellyn, IL. The firm has been registered since 2025. It reports $107 million in regulatory assets under management and employs 3 people.
fortunefinancialgroup.comView on SEC.gov ↗

Fortune Financial Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Bradley Howard Rosley ControlPresident & Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Fortune Financial Group, Inc. manage?

Fortune Financial Group, Inc. reports $107 million in regulatory assets under management on its Form ADV.

How many employees does Fortune Financial Group, Inc. have?

Fortune Financial Group, Inc. reports 3 employees.

Where is Fortune Financial Group, Inc. located?

Fortune Financial Group, Inc. is based in Glen Ellyn, IL and has been SEC-registered since 2025.

Does Fortune Financial Group, Inc. disclose fund performance?

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

Contact & registration

Address800 W. Roosevelt Road, Building B, Suite 104, Glen Ellyn, IL 60137
Phone630-942-9007
Fax866-864-9407
Office hours5-Aug
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107M
Non-discretionary$0
Total (RAUM)$107M