1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FORTIFY WEALTH, INC.

Map pinST. LOUIS, MO
Phone314-726-0055
NotebookSEC #801-121460
Total AUM
$115M
Employees
3
Clients
79

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
106 W. MADISON AVENUE
SUITE 240
ST. LOUIS
MO 63122
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
314-726-0055

ReceiptFinancials

Total AUM
$115M
Accounts
227
Discretionary
$115M
Accounts
227
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
47
AUM
$18.6M
HNW Individual Clients
32
AUM
$96.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MOTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account