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FORTRESS PLANNING GROUP

FORTRESS PLANNING GROUP, LLC

CRD 157900 · SEC 801-127572

Visit website

N17W24222 RIVERWOOD DR., SUITE 145, PEWAUKEE, WI, 53188, United States

Phone

262-264-5838

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$345.3M

Discretionary AUM

$345.3M

Team

6 total employees; 5 advisory reps; 283 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals215$73.6M
High net worth individuals68$271.7M

States served

KY, WI, TX

All web addresses on file

Official SEC filing: View on IAPD