Overview
Assets Under Management: $304 million
Headquarters: ROCHESTER, MN
High-Net-Worth Clients: 81
Average Client Assets: $2 million
Frequently Asked Questions
FORTRESS FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315329), FORTRESS FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
FORTRESS FINANCIAL GROUP, LLC is headquartered in ROCHESTER, MN.
FORTRESS FINANCIAL GROUP, LLC serves 81 high-net-worth clients according to their SEC filing dated March 28, 2025. View client details ↓
According to their SEC Form ADV, FORTRESS FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
FORTRESS FINANCIAL GROUP, LLC manages $304 million in client assets according to their SEC filing dated March 28, 2025.
According to their SEC Form ADV, FORTRESS FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
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