FORTUNE MANAGEMENT, LLC
CRD #108930 SEC #801-57941 RALEIGH, NC 919-782-5228
SEC Registered
Total AUM
$64.9M
Discretionary
$64.9M
Employees
1
Clients
11
Accounts
195
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $64.9M | $64.9M | $0 | 1 | 26 |
| Mar 2012 | $64.9M | $64.9M | $0 | 1 | 26 |
| Apr 2011 | $66.9M | $66.9M | $0 | 5 | -- |
| Mar 2011 | $66.9M | $66.9M | $0 | 5 | -- |
| Mar 2010 | $57.5M | $57.5M | $0 | 5 | -- |
| Mar 2009 | $54.2M | $54.2M | $0 | 5 | -- |
| Mar 2008 | $75.6M | $75.6M | $0 | 5 | -- |
| Apr 2007 | $64.9M | $64.9M | $0 | 5 | -- |
| May 2005 | $56.4M | $56.4M | $0 | 5 | -- |
| Jan 2005 | $62.5M | $62.1M | $448.8K | 5 | -- |
| Mar 2004 | $62.5M | $62.1M | $448.8K | 5 | -- |
DateMay 2012
Total AUM$64.9M
Discretionary$64.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$64.9M
Discretionary$64.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$57.5M
Discretionary$57.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$54.2M
Discretionary$54.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$64.9M
Discretionary$64.9M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$62.5M
Discretionary$62.1M
Non-Disc.$448.8K
Employees5
Clients--
DateMar 2004
Total AUM$62.5M
Discretionary$62.1M
Non-Disc.$448.8K
Employees5
Clients--