Emergent Fortuity Financial, LLC

RIAState Registered
Total AUM
$3.1M
Discretionary
$3.1M
100% of AUM
Avg account
$65.4K
Accounts
48
Employees
1
Advisory reps
1

Firm details

Headquarters
Plantation, Florida
CRD number
299328
Custodians
TRADE-PMR INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Emergent Fortuity Financial, LLC is an independent, Florida-registered limited liability company that provides fee-based portfolio management primarily for individuals and small businesses. The firm is owner-operated and charges clients a percentage of assets under management. Its stated activity centers on discretionary portfolio management rather than institutional or pension consulting work. Emergent Fortuity does not identify as an ESG-focused manager and is not organized as a multi-state or related adviser; it also does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 40%, US Government Bonds 30%, Public Funds/Mutual Funds 20%, Cash & Cash Equivalents 10%40%
  • Exchange Traded Equities40%
  • US Government Bonds30%
  • Public Funds/Mutual Funds20%
  • Cash & Cash Equivalents10%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Plantation, FL

Broward

Location

Plantation, FL

Headquartered in Plantation, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Broward
Address
7777 Davie Rd Ext
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth