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FORTUNE FINANCIAL GROUP, INC.

CRD 111378 · SEC 801-133831

Visit website

IL, United States

Phone

630-942-9007

Fax

866-864-9407

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$141.0M

Discretionary AUM

$141.0M

Team

3 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Commissions; UNLIMITED SERVICE ANNUAL PLANNING FEE

Org form

Corporation

Filing date

2026-06-01

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals124$33.0M
High net worth individuals50$108.0M

States served

IL, TX, FL

All web addresses on file

Official SEC filing: View on IAPD