Fortress Financial Group, LLC
Firm details
- Headquarters
- Rochester, Minnesota
- CRD number
- 315329
- Registered since
- August 9, 2021
- Website
- fortressfg.net
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.64%
- Individuals27.04%
- Corporations / Businesses0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fortress Financial Group, LLC is an independent, individual-owned registered investment adviser that began its SEC registration in 2021. The firm serves primarily individual and family clients, as well as small businesses, offering financial planning and discretionary portfolio management. Its billing mixes percentage-of-assets-under-management with fixed fees, and it does not position itself as a capital allocator or pension consultant. ESG investing is not a stated focus.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds48%
- Exchange Traded Equities43%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Rochester, MN
Olmsted
Location
Rochester, MN
Headquartered in Rochester, MN, anchoring the Rochester-Austin, MN metro in the Midwest.
- Metro area
- Rochester-Austin, MN
- Region
- Midwest
- County
- Olmsted
- Address
- 1610 14th St Nw
- Time zone
- CT (UTC-6)
- Office locations
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