Overview
Assets Under Management: $346 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 98
Average Client Assets: $2 million
Frequently Asked Questions
FORTRESS PRIVATE LEDGER, 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 #290298), FORTRESS PRIVATE LEDGER, LLC is subject to fiduciary duty under federal law.
FORTRESS PRIVATE LEDGER, LLC is headquartered in RALEIGH, NC.
FORTRESS PRIVATE LEDGER, LLC serves 98 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, FORTRESS PRIVATE LEDGER, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
FORTRESS PRIVATE LEDGER, LLC manages $346 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, FORTRESS PRIVATE LEDGER, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 98
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.37
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,115
Discretionary Accounts: 937
Non-Discretionary Accounts: 178
Regulatory Filings
CRD Number: 290298
Filing ID: 1953077
Last Filing Date: 2025-03-31 12:25:00
Website: https://emailfpl.com