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FORTRESS PLANNING GROUP

Tel: 262-264-5838
N17w24222 Riverwood Dr.
Suite 145
Pewaukee, Wisconsin  53188

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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

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM

Firm CRD#:

157900

SEC#:

801-127572

No. of Clients:

792

Assets under Management

$279,072,572

No. of Advisors:

4

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