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Building 2FORTRESS FINANCIAL GROUP, LLC

Map pinROCHESTER, MN
Phone(507) 529-1400
NotebookSEC #801-122032
Total AUM
$352.3M
Employees
10
Clients
331

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1610 14TH STREET NW
SUITE 300
ROCHESTER
MN 55901
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
(507) 529-1400
Other Offices
1

ReceiptFinancials

Total AUM
$352.3M
Accounts
958
Discretionary
$352.3M
Accounts
958
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
237
AUM
$95.3M
HNW Individual Clients
93
AUM
$255.9M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
EDUCATIONAL BOOK
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLLAMNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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