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FORTRESS FINANCIAL GROUP, LLC
CRD 315329 · SEC 801-122032
1610 14TH STREET NW, SUITE 300, ROCHESTER, MN, 55901, United States
Phone
(507) 529-1400
Fax
(507) 353-0078
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$352.3M
Discretionary AUM
$352.3M
Team
10 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)EDUCATIONAL BOOK
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 237 | $95.3M |
| High net worth individuals | 93 | $255.9M |
States served
AZ, CO, LA, MN, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD