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⚲
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| Fortress Financial Group LLC
✚
|
|
|---|---|
| CRD # | 315329 |
| SEC # | 801-122032 |
| CIK # | 0002054451, 0001380393, 0001320760 |
| AUM | $303.7 M (2025-03-28) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 507-529-1400 |
| Address | 1610 14th Street NW Rochester, MN 55901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 118.8 |
| (b) Individuals (high net worth individuals) | 81 | 176.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 8.1 |
| (n) Other | 0 | 0.0 |
| Total | 833 | 303.7 |
| By Discretionary | ||
| Discretionary | 833 | 303.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 833 | 303.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 303.7 | |
| Total | 833 | 303.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 10-K | [0001320760] | |
| 10-Q | [0001320760] | |
| 3 | [0001320760] | |
| 4 | [0001320760] | |
| 8-K | [0001320760] | |
| SC 13D | [0001320760] | |
| SC 13G | [0001320760] | |
| 10-K | [0001380393] | |
| 10-Q | [0001380393] | |
| 13F-HR | [0001380393] | |
| 3 | [0001380393] | |
| 4 | [0001380393] | |
| 5 | [0001380393] | |
| 8-K | [0001380393] | |
| SC 13D | [0001380393] | |
| SC 13G | [0001380393] | |
| 13F-HR | [0002054451] |
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|---|---|---|
|
Riggs Capital Management LLC
✚
|
UT | 0.3 |
|
Peachtree Investment Partners LLC
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|
0.3 | |
|
Smith W B & Co Inc
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|
0.3 | |
|
Objective Capital Management LLC
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|
OH | 0.3 |
|
Vesta Wealth Management LLC
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|
FL | 0.3 |
|
Keyvantage Wealth LLC
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|
PA | 0.3 |
|
The Hogan-Knotts Financial Group Inc
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|
NJ | 0.3 |
|
Capstone Wealth Management Inc
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|
MT | 0.3 |
|
Prepared Retirement Institute LLC
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|
PA | 0.3 |
|
Kessler Investment Group LLC
✚
|
IN | 0.3 |