FORTRESS PLANNING GROUP, LLC
Legal name: FORTRESS PLANNING GROUP
CRD #157900 SEC #801-127572 PEWAUKEE, WI 262-264-5838
SEC Registered
Total AUM
$279.1M
Discretionary
$279.1M
Employees
4
Clients
251
Accounts
792
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $279.1M | $279.1M | $0 | 4 | 261 |
| Mar 2024 | $226.3M | $226.3M | $0 | 4 | 243 |
| Aug 2023 | $184.1M | $184.1M | $0 | 4 | 0 |
| Apr 2023 | $184.1M | $184.1M | $0 | 4 | 0 |
| Mar 2023 | $184.1M | $184.1M | $0 | 4 | 0 |
DateFeb 2025
Total AUM$279.1M
Discretionary$279.1M
Non-Disc.$0
Employees4
Clients261
DateMar 2024
Total AUM$226.3M
Discretionary$226.3M
Non-Disc.$0
Employees4
Clients243
DateAug 2023
Total AUM$184.1M
Discretionary$184.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$184.1M
Discretionary$184.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$184.1M
Discretionary$184.1M
Non-Disc.$0
Employees4
Clients0