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Building 2FORTRESS GLOBAL WEALTH MANAGEMENT, LLC

Map pinTAMPA, FL
Phone813-549-0341
NotebookSEC #801-70439
Total AUM
$135.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8751 N HIMES AVE
TAMPA
FL 33614
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
813-549-0341

ReceiptFinancials

Total AUM
$135.4M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$135.4M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
RECOMMENDATION OF PRIVATE FUNDS FROM 3RD PARTY RIA

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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