Fortune Securities, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
—
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Alhambra, California
CRD number
40821
Registered since
May 2, 1997

Firm profile

FINTRX

Overview

Fortune Securities, Inc. is a corporate entity that registered with the SEC in 1997 and is individually owned. Public filings classify the firm as "unclassified" and disclose few operational details. The firm does not identify itself as a capital allocator, is not an active ESG investor, and is not designated as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser in the available disclosures.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 16
  • Anne Wang

    Registered RepresentativeCRD 6644762

  • Yinyi Chen

    Real Estate AgentCRD 2086259

  • Larry Yu

    Investment Adviser RepresentativeCRD 5258240

Unlock 13 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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