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Fortress Financial Group, LLC

● SEC registered since 2021CRD 315329SEC# 801-122032Rochester, MN
Export (members)
Reg. AUM
$303.7M
Employees
8
Accounts
833
Location
Rochester, MN

Fortress Financial Group, LLC assets under management

Fortress Financial Group, LLC is an investment advisory firm registered with the SEC based in Rochester, MN. The firm has been registered since 2021. It reports $303.7 million in regulatory assets under management and employs 8 people.
www.retireandthrive.netView on SEC.gov ↗

Fortress Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Daniel Edward Langworthy ControlManaging Member / Founder, Financial AdvisorOver 75%2021
Debra Donell Pladsen ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Fortress Financial Group, LLC manage?

Fortress Financial Group, LLC reports $303.7 million in regulatory assets under management on its Form ADV.

How many employees does Fortress Financial Group, LLC have?

Fortress Financial Group, LLC reports 8 employees.

Where is Fortress Financial Group, LLC located?

Fortress Financial Group, LLC is based in Rochester, MN and has been SEC-registered since 2021.

Does Fortress Financial Group, LLC disclose fund performance?

Fortress Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1610 14th Street NW, Suite 300, Rochester, MN 55901
Phone(507) 529-1400
Fax(507) 353-0078
Office hours8:30a.m. To 4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$303.7M
Non-discretionary$0
Total (RAUM)$303.7M