RIA Intel›Advisers›New York›FORTUNE ADVISORY SERVICES LLC

FORTUNE ADVISORY SERVICES LLC

Advisory

BROOKLYN, NY

Data as of Sep 12, 2024 · Source: SEC Form ADV

Rank in NY

#5,492

of 5,722 advisers by AUM

Average account

$14K

across 243 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 12, 2024.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$0

Non-Discretionary AUM$3M

Discretionary %0%

Total Clients243

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndJuly

Operates InNY, PA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

243 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

JSSR CAPITAL LLC

$3M

THESIS FUND MANAGEMENT, LLC

$3M

$3M

ESLAMI & CO. WEALTH MANAGEMENT, LLC

$3M

EAST END GROUP INC.

HAMPTON BAYS, NY

$3M

O'HAVER WEALTH MANAGEMENT, LLC

$3M

Get the full picture on FORTUNE ADVISORY SERVICES LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FORTUNE ADVISORY SERVICES LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans