FORTRESS FINANCIAL GROUP, LLC

RIASEC RegisteredEst. 2021

Total AUM

$352M

Discretionary

$352M

100% of AUM

Avg account

$368K

Accounts

958

Employees

10

Advisory reps

7

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

FINTRX

Overview

Fortress Financial Group, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and focuses on serving individual and family clients through financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM billing with fixed fees. The snapshot indicates the firm is not positioned as a capital allocator, is not an active ESG investor, and does not provide pension consulting or related-adviser services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds48%
Exchange Traded Equities43%
Cash & Cash Equivalents7%
US Government Bonds2%

Owners & executives

1 of 1

DEBRA PLADSEN
Chief Compliance OfficerCRD 4213619

Contacts

3 of 6

Jack Zinser
Financial AdvisorCRD 7681369
Luke Kroeplin
Financial AdvisorCRD 6896718
Aidan Ryan
Financial AdvisorCRD 7924013

Unlock 3 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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