Fortune Financial Group, Inc.
● SEC registered since 2025CRD 111378SEC# 801-133831
Reg. AUM
$141M
Employees
3
Accounts
520
Location
—
Fortune Financial Group, Inc. assets under management
Fortune Financial Group, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $141 million in regulatory assets under management and employs 3 people.
Fortune Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bradley Howard Rosley Control | President & Chief Compliance Officer | Over 75% | 1996 |
Frequently asked questions
How much does Fortune Financial Group, Inc. manage?
Fortune Financial Group, Inc. reports $141 million in regulatory assets under management on its Form ADV.
How many employees does Fortune Financial Group, Inc. have?
Fortune Financial Group, Inc. reports 3 employees.
Does Fortune Financial Group, Inc. disclose fund performance?
Fortune Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 630-942-9007 |
| Fax | 866-864-9407 |
| Office hours | 8-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$141M▲ 32%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$141Mregulatory AUM
Discretionary $141M