FORTRESS WEALTH GROUP - Financial Advisor in Florida, Winter Park

Tel: 407-999-8998 1099 W Morse Blvd Winter Park, Florida 32789

About FORTRESS WEALTH GROUP

FORTRESS WEALTH GROUP is a Winter Park, Florida based financial advisory firm with nearly $345,016,442 in assets under management and provides investment advisory services for 968 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

308968

Firm SEC#:

801-118769

Assets Under Management:

$345,016,442

No. of Clients:

968

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (CONSULTING FEES)

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