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Building 2FORTRESS WEALTH MANAGEMENT INC

Map pinSANTA MONICA, CA
Phone310-899-3942
NotebookSEC #801-49137
Total AUM
$45.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1148 4TH STREET
SUITE 207
SANTA MONICA
CA 90403
United States
Operating Hours
9-3
Monday - Friday
Phone
310-899-3942

ReceiptFinancials

Total AUM
$45.4M
Accounts
98
Discretionary
$38.9M
Accounts
62
Non-Discretionary
$6.5M
Accounts
36

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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