DIRECTORY OF REGISTERED ADVISORS
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FORTRESS PRIVATE LEDGER, LLC
Tel: 919-322-2761
3110 Edwards Mill Rd Suite 200
Raleigh, North Carolina 27612
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
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
Firm CRD#:
290298
SEC#:
801-118075
No. of Clients:
691
Assets under Management
$200,660,638
No. of Advisors:
23
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