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FORTRESS WEALTH GROUP
1099 W Morse Blvd
Winter Park, Florida 32789
Tel: 407-999-8998
About FORTRESS WEALTH GROUP
FORTRESS WEALTH GROUP, formally registered with the SEC as FORTRESS WEALTH GROUP. The firm was established in 05/26/2020. They have over 1 offices throughout the country.
FORTRESS WEALTH GROUP is a Winter Park, Florida based Financial Planning firm with nearly $345,016,442 assets under management, offering retirement planning & investment advisory services to 968 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 308968 |
| SEC# | 801-118769 |
| Assets Managed by Firm | $345,016,442 |
| No. of Clients | 968 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (CONSULTING FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 968 | $345,016,442 |
| Individuals (other than high net worth individuals) | 247 | $68,581,575 |
| High net worth individuals | 103 | $271,164,272 |
| Charitable organizations | Fewer than 5 clients | $845,765 |
| Corporations or other businesses | 10 | $4,424,830 |
More Retirement Planning firms in Winter Park, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
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