FORTRESS PLANNING GROUP
Tel: 262-264-5838 N17w24222 Riverwood Dr. Suite 145 Pewaukee, Wisconsin 53188
About FORTRESS PLANNING GROUP
FORTRESS PLANNING GROUP is a Pewaukee, Wisconsin based financial advisory firm with nearly $279,072,572 in assets under management and provides investment advisory services for 792 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
157900
Firm SEC#:
801-127572
Assets Under Management:
$279,072,572
No. of Clients:
792
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM
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