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Fortify Wealth, Inc.

● SEC registered since 2021CRD 297433SEC# 801-121460St. Louis, MO
Export (members)
Reg. AUM
$107.1M
Employees
3
Accounts
239
Location
St. Louis, MO

Fortify Wealth, Inc. assets under management

Fortify Wealth, Inc. is an investment advisory firm registered with the SEC based in St. Louis, MO. The firm has been registered since 2021. It reports $107.1 million in regulatory assets under management and employs 3 people.

Fortify Wealth, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Don Edward McKinley ControlCeo25-50%1984
John Mitchell McKinley ControlPresident / Chief Compliance Officer50-75%2003

Frequently asked questions

How much does Fortify Wealth, Inc. manage?

Fortify Wealth, Inc. reports $107.1 million in regulatory assets under management on its Form ADV.

How many employees does Fortify Wealth, Inc. have?

Fortify Wealth, Inc. reports 3 employees.

Where is Fortify Wealth, Inc. located?

Fortify Wealth, Inc. is based in St. Louis, MO and has been SEC-registered since 2021.

Does Fortify Wealth, Inc. disclose fund performance?

Fortify Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address106 W. Madison Avenue, Suite 240, St. Louis, MO 63122
Phone314-726-0055
Fax314-726-0055
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.1M
Non-discretionary$0
Total (RAUM)$107.1M