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Home > Retirement Planners > minnesota > rochester > FORTRESS FINANCIAL GROUP, LLC
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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