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| Fortress Planning Group LLC
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|
|---|---|
| CRD # | 157900 |
| SEC # | 801-127572 |
| CIK # | |
| AUM | $279.1 M (2025-02-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 262-264-5838 |
| Address | N17W24222 Riverwood Dr Pewaukee, WI 53188 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 212 | 72.2 |
| (b) Individuals (high net worth individuals) | 49 | 206.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 792 | 279.1 |
| By Discretionary | ||
| Discretionary | 792 | 279.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 792 | 279.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.1 | |
| Total | 792 | 279.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Provider Financial Inc
✚
|
IN | 0.3 |
|
Aspen Wealth Strategies LLC
✚
|
CO | 0.3 |
|
Pacific Asset Management LLC
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|
WA | 0.3 |
|
Schulhoff & Co Inc
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|
OH | 0.3 |
|
Agate PASS Investment Management LLC
✚
|
WA | 0.3 |
|
Miura Investment Advisors Inc
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|
FL | 0.3 |
|
Citrine Capital LLC
✚
|
CA | 0.3 |
|
Beddow Capital Management Inc
✚
|
WY | 0.3 |
|
1 North Wealth Services LLC
✚
|
MD | 0.3 |
|
Journey Financial Group Inc
✚
|
IL | 0.3 |