Overview
Assets Under Management: $304 million
Headquarters: ROCHESTER, MN
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 833
Discretionary Accounts: 833
Regulatory Filings
CRD Number: 315329
Filing ID: 1962245
Last Filing Date: 2025-03-28 10:26:00
Website: https://fortressfg.net