# FORTUNE FINANCIAL SERVICES, LLC

FORTUNE FINANCIAL SERVICES, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 106112
- Type: SEC-registered investment adviser
- SEC file number: 801-46351
- 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/106112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/106112/similar
- Related entities: https://search.stillhousedata.com/firm/106112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/106112

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.