Fortune Securities, Inc.
Firm details
- Headquarters
- Alhambra, California
- CRD number
- 40821
- Registered since
- May 2, 1997
- Website
- www.fortunesecurities.com
Firm profile
FINTRXOverview
Fortune Securities, Inc. is organized as a corporation under individual ownership. Publicly available data classifies the firm as "unclassified," and the firm has provided only limited disclosure about its advisory operations, client base, fee structure, and specific business activities. The firm does not position itself as a capital allocator and is not identified as an active ESG investor. Additional status flags indicate it is not a multi-state adviser, not a pension consultant, not a related adviser, and it is not listed as a newly formed adviser. Those negatives, combined with the lack of published detail on advisory activities, suggest Fortune Securities operates with a relatively narrow or private footprint compared with larger, more transparent RIAs. Fortune Securities lists three office locations in its records but does not publish further location details in the source data. There is no publicly provided information on assets under management, client counts, investment strategy, public holdings, or the use of alternative investments and family-office services.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 16Anne Wang
Registered RepresentativeCRD 6644762
Yinyi Chen
Real Estate AgentCRD 2086259
Larry Yu
Investment Adviser RepresentativeCRD 5258240
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alhambra, CA
Los Angeles
Location
Alhambra, CA
Headquartered in Alhambra, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 388 E Valley Blvd
- Time zone
- PT (UTC-8)
- Office locations
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