Overview
Assets Under Management: $279 million
Headquarters: PEWAUKEE, WI
High-Net-Worth Clients: 49
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.13
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 792
Discretionary Accounts: 792
Regulatory Filings
CRD Number: 157900
Last Filing Date: 2025-02-05 00:00:00
Website: https://fortressplanninggroup.com