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FORTRESS PRIVATE LEDGER, LLC
CRD 290298 · SEC 801-118075
3110 EDWARDS MILL RD, SUITE 200, RALEIGH, NC, 27612, United States
Phone
919-322-2761
Fax
919-882-9040
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$584.0M
Discretionary AUM
$570.6M
Team
22 total employees; 13 advisory reps; 16 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 583 | $212.7M |
| High net worth individuals | 98 | $260.0M |
| Pension/profit sharing plans | 10 | $99.3M |
| Corporations/business entities | 13 | $11.9M |
States served
AZ, CA, DC, GA, MD, MS, NV, NJ, NY, NC, OK, SC, TN, UT, VA, WA, TX, NH, FL
All web addresses on file
- https://myept.com/mydstplan/joegrabar/
- http://WWW.FORTRESSRETIREMENTPLANADVISORS.COM
- https://www.linkedin.com/company/fortress-financial-partners
- https://fortressfp.emotomy.com/emotomy/getStarted.php
- HTTP://WWW.FRPADVISORS.COM
- HTTP://WWW.JOEGRABAR.COM
- https://www.facebook.com/FortressFinancialPartners/
- HTTP://WWW.FORTRESSFINANCIALPARTNERS.COM/
- https://fortressphysicians.substack.com/
Official SEC filing: View on IAPD