Fortino Wealth Management, LLC
RIASEC Registered
Total AUM
$2
Discretionary
$2
100% of AUM
Avg account
$2
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 344088
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents100%
Contacts
1 of 1Anthony Fortino
CRD 7383055
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 9311 W 113th St
- Time zone
- CT (UTC-6)
- Office locations
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