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FORTRESS WEALTH GROUP
Tel: 407-999-8998
1099 W Morse Blvd Winter Park, Florida 32789
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
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 FEE
Firm CRD#:
308968
SEC#:
801-118769
No. of Clients:
968
Assets under Management
$345,016,442
No. of Advisors:
14
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