FORTRESS FINANCIAL GROUP, LLC
CRD #315329 SEC #801-122032 ROCHESTER, MN (507) 529-1400
SEC Registered
Total AUM
$303.7M
Discretionary
$303.7M
Employees
8
Clients
101
Accounts
833
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $303.7M | $303.7M | $0 | 8 | 0 |
| Mar 2025 | $303.7M | $303.7M | $0 | 8 | 0 |
| Feb 2025 | $303.7M | $303.7M | $0 | 8 | 0 |
| Jul 2024 | $250.8M | $250.8M | $0 | 9 | 0 |
| Mar 2024 | $250.8M | $250.8M | $0 | 7 | 0 |
| Nov 2023 | $179.4M | $163.2M | $16.1M | 7 | 0 |
| Jul 2023 | $179.4M | $163.2M | $16.1M | 7 | 0 |
| Jun 2023 | $179.4M | $163.2M | $16.1M | 7 | 0 |
| May 2023 | $179.4M | $163.2M | $16.1M | 7 | 0 |
| Apr 2023 | $179.4M | $163.2M | $16.1M | 7 | 0 |
| Mar 2023 | $179.4M | $163.2M | $16.1M | 7 | 0 |
| Oct 2022 | $147.2M | $130.1M | $17.1M | 5 | 0 |
| Sep 2022 | $147.2M | $130.1M | $17.1M | 5 | 0 |
| Jul 2022 | $147.2M | $130.1M | $17.1M | 5 | 0 |
| Mar 2022 | $147.2M | $130.1M | $17.1M | 5 | 0 |
| Jan 2022 | $142.3M | $125.9M | $16.4M | 4 | 0 |
| Dec 2021 | $142.3M | $125.9M | $16.4M | 4 | 0 |
| Nov 2021 | $0 | $0 | $0 | 4 | 0 |
| Nov 2021 | $0 | $0 | $0 | 4 | 0 |
| Aug 2021 | $0 | $0 | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees8
Clients0
DateFeb 2025
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees8
Clients0
DateJul 2024
Total AUM$250.8M
Discretionary$250.8M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$250.8M
Discretionary$250.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2023
Total AUM$179.4M
Discretionary$163.2M
Non-Disc.$16.1M
Employees7
Clients0
DateJul 2023
Total AUM$179.4M
Discretionary$163.2M
Non-Disc.$16.1M
Employees7
Clients0
DateJun 2023
Total AUM$179.4M
Discretionary$163.2M
Non-Disc.$16.1M
Employees7
Clients0
DateMay 2023
Total AUM$179.4M
Discretionary$163.2M
Non-Disc.$16.1M
Employees7
Clients0
DateApr 2023
Total AUM$179.4M
Discretionary$163.2M
Non-Disc.$16.1M
Employees7
Clients0
DateMar 2023
Total AUM$179.4M
Discretionary$163.2M
Non-Disc.$16.1M
Employees7
Clients0
DateOct 2022
Total AUM$147.2M
Discretionary$130.1M
Non-Disc.$17.1M
Employees5
Clients0
DateSep 2022
Total AUM$147.2M
Discretionary$130.1M
Non-Disc.$17.1M
Employees5
Clients0
DateJul 2022
Total AUM$147.2M
Discretionary$130.1M
Non-Disc.$17.1M
Employees5
Clients0
DateMar 2022
Total AUM$147.2M
Discretionary$130.1M
Non-Disc.$17.1M
Employees5
Clients0
DateJan 2022
Total AUM$142.3M
Discretionary$125.9M
Non-Disc.$16.4M
Employees4
Clients0
DateDec 2021
Total AUM$142.3M
Discretionary$125.9M
Non-Disc.$16.4M
Employees4
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0