FORTRESS PRIVATE LEDGER, LLC

3110 Edwards Mill Rd
Suite 200
Raleigh, North Carolina 27612
Tel: 919-322-2761

About FORTRESS PRIVATE LEDGER, LLC

FORTRESS PRIVATE LEDGER, LLC, formally registered with the SEC as FORTRESS PRIVATE LEDGER, LLC. The firm was established in 02/18/2020. They have over 5 offices throughout the country.

FORTRESS PRIVATE LEDGER, LLC is a Raleigh, North Carolina based Financial Planning firm with nearly $200,660,638 assets under management, offering retirement planning & investment advisory services to 691 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290298
SEC#	801-118075
Assets Managed by Firm	$200,660,638
No. of Clients	691
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	691	$200,660,638
Individuals (other than high net worth individuals)	258	$51,600,512
High net worth individuals	80	$99,676,379
Pension and profit sharing plans	33	$47,018,499
Corporations or other businesses	8	$2,365,248

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