Fortuna Private Wealth Management Corp.

EST. AUM
$0

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Firm Details

Metro area Miami
CRD Number 343722
Website fortunapwm.com
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Overview

Fortuna Private Wealth Management Corp. is a Miami-based registered investment adviser targeting high-net-worth clients in Latin America. Fortuna offers discretionary and non-discretionary portfolio management built around ETF-based model strategies, with particular experience in cross-border Latin American financial and estate planning, targeting clients with $500K to $10M in investable assets.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Fortuna Private Wealth Management Corp.

Platform Details

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