FORTRESS PRIVATE LEDGER, LLC - Financial Advisor in North Carolina, Raleigh

Tel: 919-322-2761 3110 Edwards Mill Rd Suite 200 Raleigh, North Carolina 27612

About FORTRESS PRIVATE LEDGER, LLC

FORTRESS PRIVATE LEDGER, LLC is a Raleigh, North Carolina based financial advisory firm with nearly $200,660,638 in assets under management and provides investment advisory services for 691 clients. There are currently 23 financial advisors at the firm.

General Information

Firm CRD#:

290298

Firm SEC#:

801-118075

Assets Under Management:

$200,660,638

No. of Clients:

691

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Other (CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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