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 a corporation that registered with the SEC in 1997 and is listed in FINTRX as being owned by an individual. The firm's profile in the source dataset is sparse: classification is recorded as "Unclassified" and several typical disclosure fields — client base, fee structure, business and advisory activities — are not populated. FINTRX also indicates the entity is not a multi-state adviser and does not identify as an active ESG investor.
Assets & Accounts
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
Contacts
3 of 16James Yen
PresidentCRD 2257452
Shu-nuan Chang
foreign associateCRD 5729132
David Liu
CRD 5835446
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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