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Building 2FORTRESS PLANNING GROUP

Map pinPEWAUKEE, WI
Phone262-264-5838
NotebookSEC #801-127572
Total AUM
$345.3M
Employees
6
Clients
283

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N17W24222 RIVERWOOD DR.
SUITE 145
PEWAUKEE
WI 53188
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
262-264-5838
Other Offices
1

ReceiptFinancials

Total AUM
$345.3M
Accounts
902
Discretionary
$345.3M
Accounts
902
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
215
AUM
$73.6M
HNW Individual Clients
68
AUM
$271.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
TXWI

HandshakeAffiliates

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

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