Fortune 45, LLC
Firm details
- Headquarters
- Gonzales, Louisiana
- CRD number
- 170693
- Registered since
- April 28, 2021
- Website
- www.fortune45.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals58.78%
- HNWI38.5%
- Corporations / Businesses2.18%
- Charitable Organizations0.54%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Fortune 45, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. Ownership is listed as individual. The firm serves both individual/family and institutional clients and bills using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory services include financial planning and portfolio management for individuals, small businesses and institutions; pension consulting is also listed among its services. Public filings indicate a preference for equity exposures and the use of third-party managers for selected alternative strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities89%
- Other7%
- Cash & Cash Equivalents4%
Owners & executives
1 of 1
Jesse Rodrigue
President, Chief Financial AdvisorCRD 6352511
Contacts
2 of 2Victoria Varisco
Investment Adviser RepresentativeCRD 7095324
Tayler Fenton
Associate Investment AdvisorCRD 8007786
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$228M in ETFs
100%
$228M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $91.5M | 130,580 | 40.09% |
Location
Gonzales, LA
Ascension
Location
Gonzales, LA
Headquartered in Gonzales, LA, in the South of the United States.
- Region
- South
- County
- Ascension
- Address
- 39309 Tommy Moore Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Brian Low Financial Group, LLC
RIABaton Rouge, LA
Maven Royalty Management, LLC
RIAShreveport, LA
Asempa Wealth Advisors
RIABaton Rouge, LA
Dumaine Investments LLC
RIANew Orleans, LA
Deane Retirement Strategies, Inc.
RIANew Orleans, LA
Apex Capital Management, L.L.C.
RIALafayette, LA