FORTUNATE

FORTUNATE is an SEC-registered investment adviser (CRD 297577).

Registration

• CRD: 297577
• Type: Registered investment adviser
• Phone: 801-376-2643
• Latest filing: 2026-01-20
• Clients: 1

Business model

Compensation: Other.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297577 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search