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FORTRESS WEALTH GROUP
WINTER PARK, FL
407-999-8998
SEC #801-118769Total AUM
$439.1M
Employees
14Clients
385Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1099 W MORSE BLVD
WINTER PARK
FL 32789
United States
WINTER PARK
FL 32789
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
407-999-8998
Financials
Total AUM
$439.1M
Accounts
1,102Discretionary
$439.1M
Accounts
1,102Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
264AUM
$76.9M
HNW Individual Clients
107AUM
$354M
Charitable Organization Clients
1AUM
$1.2M
Corporation or Business Clients
13AUM
$7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
CONSULTING FEES
Compliance
Disclosures
None reported
State Registrations
FLGANCNENHTNTX
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.