|
⚲
|
| Keyboard |
| Fortress Financial Group LLC
✚
|
|
|---|---|
| CRD # | 315329 |
| SEC # | 801-122032 |
| CIK # | 0002054451, 0001320760, 0001380393 |
| AUM | 352.3 M (2026-06-18) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 507-529-1400 |
| Address | 1610 14th Street NW Rochester, MN 55901 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| NextNav Inc | 0.2 | ||
| iShares Bitcoin Trust | 0.1 | ||
| Mountain Crest Acquisition Corp | 0.0 | ||
| New Fortress Energy LLC | 0.0 | ||
| Chart Industries Inc | 0.0 | ||
| Penumbra Inc | 0.0 | ||
| Liberty Broadband Corp | 0.0 | ||
| Discovery Communications Inc | 0.0 | ||
| Kenvue Inc | 0.0 | ||
| National Storage Affiliates Trust | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 95.3 |
| (b) Individuals (high net worth individuals) | 93 | 255.9 |
| (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 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 958 | 352.3 |
| By Discretionary | ||
| Discretionary | 958 | 352.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 958 | 352.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 352.3 | |
| Total | 958 | 352.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
TSS Inc TSSI
Common Stock
|
2026-03-23 | Grant | 2,500 | $0.00 | |
|
TSS Inc TSSI
Common Stock
|
2026-03-23 | Grant | 5,000 | $0.00 | |
|
TSS Inc TSSI
Common Stock
|
2026-03-23 | Grant | 5,000 | $0.00 | |
|
TSS Inc TSSI
Common Stock
|
2026-03-23 | Grant | 5,000 | $0.00 | |
|
TSS Inc TSSI
Common Stock
|
2026-03-23 | Tax withheld | 609 | $12.40 | 7,552 |
|
TSS Inc TSSI
Common Stock
|
2026-03-23 | Tax withheld | 304 | $12.40 | 3,770 |
|
TSS Inc TSSI
Common Stock
|
2026-03-23 | Tax withheld | 609 | $12.40 | 7,552 |
|
TSS Inc TSSI
Common Stock
|
2026-03-16 | Sell | 12,000 | $12.27 | 147,240 |
|
TSS Inc TSSI
Common Stock
|
2026-02-24 | Tax withheld | 9,019 | $8.45 | 76,211 |
|
TSS Inc TSSI
Common Stock
|
2026-02-24 | Tax withheld | 8,117 | $8.45 | 68,589 |
|
TSS Inc TSSI
Common Stock
|
2026-01-29 | Tax withheld | 25,960 | $11.20 | 290,752 |
|
TSS Inc TSSI
Common Stock
|
2026-01-16 | Tax withheld | 12,175 | $12.05 | 146,709 |
|
TSS Inc TSSI
Common Stock
|
2026-01-16 | Tax withheld | 12,175 | $12.05 | 146,709 |
|
TSS Inc TSSI
Common Stock
|
2026-01-16 | Tax withheld | 26,903 | $12.05 | 324,181 |
|
TSS Inc TSSI
Common Stock
|
2026-01-14 | Grant | 12,181 | $0.00 | |
|
TSS Inc TSSI
Common Stock
|
2026-01-14 | Grant | 3,784 | $0.00 | |
|
TSS Inc TSSI
Common Stock
|
2026-01-14 | Grant | 37,843 | $0.00 | |
|
TSS Inc TSSI
Common Stock
|
2026-01-14 | Grant | 3,784 | $0.00 | |
|
TSS Inc TSSI
Common Stock
|
2026-01-14 | Grant | 3,784 | $0.00 | |
|
TSS Inc TSSI
Common Stock
|
2026-01-14 | Grant | 29,801 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
| Comparable Firms | State | AUM |
|---|---|---|
|
South Lakeview LLC
✚
|
355.0 M | |
|
Lexington Research and Capital Group LLC
✚
|
AR | 354.5 M |
|
Capstone Wealth Management Inc
✚
|
MT | 354.3 M |
|
SightLine Wealth Advisors LLC
✚
|
CT | 354.2 M |
|
Envision Financial LLC
✚
|
WI | 352.9 M |
|
Grattan Financial Strategies Inc
✚
|
CA | 352.8 M |
|
Cherry Creek Investment Advisors Inc
✚
|
CO | 351.9 M |
|
Dean Roland Russell LLC
✚
|
CA | 351.2 M |
|
Three Bearings Fiduciary Advisors Inc
✚
|
NH | 350.7 M |
|
V2 Financial Group LLC
✚
|
350.5 M |