Overview
Assets Under Management: $243 million
Headquarters: CULVER CITY, CA
High-Net-Worth Clients: 150
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 150
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 659
Discretionary Accounts: 642
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 110279
Last Filing Date: 2024-10-15 00:00:00
Website: https://fortress-wealth.com