FORTUNE FINANCIAL SERVICES, LLC
CRD #106112 SEC #801-46351 DALLAS, TX 972-716-8002
SEC Registered
Total AUM
$192.3M
Discretionary
$151.5M
Employees
10
Clients
25
Accounts
338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2010 | $173.8M | $154.2M | $19.6M | 10 | -- |
| Jun 2009 | $145.8M | $127.2M | $18.7M | 10 | -- |
| Feb 2009 | $145.8M | $127.2M | $18.7M | 10 | -- |
| Jan 2008 | $206.3M | $185M | $21.3M | 10 | -- |
| Jan 2007 | $192.3M | $151.5M | $40.9M | 10 | -- |
| Jan 2006 | $147.3M | $121.6M | $25.7M | 10 | -- |
| Mar 2002 | $99.8M | $65.2M | $34.6M | -- | -- |
DateMar 2010
Total AUM$173.8M
Discretionary$154.2M
Non-Disc.$19.6M
Employees10
Clients--
DateJun 2009
Total AUM$145.8M
Discretionary$127.2M
Non-Disc.$18.7M
Employees10
Clients--
DateFeb 2009
Total AUM$145.8M
Discretionary$127.2M
Non-Disc.$18.7M
Employees10
Clients--
DateJan 2008
Total AUM$206.3M
Discretionary$185M
Non-Disc.$21.3M
Employees10
Clients--
DateJan 2007
Total AUM$192.3M
Discretionary$151.5M
Non-Disc.$40.9M
Employees10
Clients--
DateJan 2006
Total AUM$147.3M
Discretionary$121.6M
Non-Disc.$25.7M
Employees10
Clients--
DateMar 2002
Total AUM$99.8M
Discretionary$65.2M
Non-Disc.$34.6M
Employees--
Clients--