Fortuna Investors LLC (Port Jefferson Village)

Fortuna Investors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as management consulting.

Fortuna Investors: assets under management

The assets under management (AUM) of Fortuna Investors LLC is $14.1 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.1 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $881.25 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fortuna Investors LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Based in Port Jefferson Village

The principal office where Fortuna Investors LLC performs its advisory services is located at 464 B Main Street, Port Jefferson Village, NY 11777 The mailing address of the firm is P.O. Box 91, Port Jefferson, NY 11777. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 631-743-9555 or by fax 631-743-9556. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at fortunainv.com.

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