FORTRESS INVESTMENT ADVISORY, LLC

RIASEC Registered

Total AUM

$8.5M

Discretionary

0% of AUM

Avg account

$425K

Accounts

Employees

Advisory reps

Firm details

Headquarters: CLARKESVILLE, Georgia
CRD number: 126303
Custodians: TD AMERITRADE, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals58.82%
Pension & Profit Sharing Plans32.94%
Corporations / Businesses8.24%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Fortress Investment Advisory, LLC operates as an independent registered investment advisor, focusing on providing financial planning and portfolio management services to both individual and institutional clients. The firm is structured as a limited liability company and is owned by an individual. Fortress Investment Advisory does not engage in capital allocation and does not have a multi-state advisory presence. The firm is not known for being an active investor in ESG initiatives. Their fee structure includes a percentage of assets under management as well as hourly charges for specific services.