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Fortune Financial Group, Inc.

EST. AUM
$141,000,000

CONTACTS
1

CLIENT ACCOUNTS
520

Firm Details

Metro area Chicago
CRD Number 111378
Website fortunefinancialgroup.com
Client types

Overview

Fortune Financial Group provides comprehensive financial planning and investment advisory services tailored to clients' specific life goals. The firm develops personalized financial plans and manages portfolios primarily composed of no-load or load-waived mutual funds and ETFs. FFG caters to individuals, trusts, estates, and small businesses, offering fee-based and hourly planning engagements alongside ongoing portfolio oversight.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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