FORTRESS FINANCIAL GROUP, LLC

1610 14th Street Nw
Suite 100
Rochester, Minnesota 55901
Tel: (507) 529-1400

About FORTRESS FINANCIAL GROUP, LLC

FORTRESS FINANCIAL GROUP, LLC, formally registered with the SEC as FORTRESS FINANCIAL GROUP, LLC. The firm was established in 08/09/2021. They have over 1 offices throughout the country.

FORTRESS FINANCIAL GROUP, LLC is a Rochester, Minnesota based Financial Planning firm with nearly $303,722,600 assets under management, offering retirement planning & investment advisory services to 833 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315329
SEC#	801-122032
Assets Managed by Firm	$303,722,600
No. of Clients	833
No. of Advisors	8

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (EDUCATIONAL BOOK)

Firm Client Information

	No. of Clients	AUM
Firm Total	833	$303,722,600
Individuals (other than high net worth individuals)	219	$118,796,803
High net worth individuals	81	$176,825,165
Corporations or other businesses	Fewer than 5 clients	$8,100,632

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U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
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GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102

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