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Home > Retirement Planners > wisconsin > pewaukee > FORTRESS PLANNING GROUP
FORTRESS PLANNING GROUP
N17w24222 Riverwood Dr.
Suite 145
Pewaukee, Wisconsin 53188
Tel: 262-264-5838
About FORTRESS PLANNING GROUP
FORTRESS PLANNING GROUP, formally registered with the SEC as FORTRESS PLANNING GROUP. The firm was established in 05/19/2023. They have over 2 offices throughout the country.
FORTRESS PLANNING GROUP is a Pewaukee, Wisconsin based Financial Planning firm with nearly $279,072,572 assets under management, offering retirement planning & investment advisory services to 792 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 157900 |
| SEC# | 801-127572 |
| Assets Managed by Firm | $279,072,572 |
| No. of Clients | 792 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 792 | $279,072,572 |
| Individuals (other than high net worth individuals) | 212 | $72,191,439 |
| High net worth individuals | 49 | $206,881,133 |
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