FORTUNE FINANCIAL SERVICES, LLC
FORTUNE FINANCIAL SERVICES, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 106112). Regulatory assets under management: $203.9M.
Registration
- CRD: 106112
- SEC file number: 801-46351
- Type: Registered investment adviser
- Location: 12222 MERIT DRIVE, SUITE 1200, DALLAS, TX, 75251
- Phone: 972-716-8002
- Latest filing: 2011-03-29
- Regulatory AUM: $203.9M
- Discretionary AUM: $176.2M
- Non-discretionary AUM: $27.7M
- Clients: 6
- Accounts: 386
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| ROTHE ROBERT SIEGMUND | CEO; GENERAL PARTNER | — |
| WHITE SONJA JO | GENERAL PARTNER; PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| DIKES CHRISTOPHER WAYNE | CHIEF COMPLIANCE OFFICER | — |
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