| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Cayon Control | Member | 25-50% | 2022 |
| Kevin Robert Sandieson Control | Chief Compliance Officer | 25-50% | 2019 |
| Scott William Wellens Control | Managing Member | 25-50% | 2011 |
Fortress Planning Group, LLC reports $279.1 million in regulatory assets under management on its Form ADV.
Fortress Planning Group, LLC reports 4 employees.
Fortress Planning Group, LLC is based in Pewaukee, WI and has been SEC-registered since 2023.
Fortress Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | N17w24222 Riverwood Dr., Suite 145, Pewaukee, WI 53188 |
| Phone | 262-264-5838 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $279.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $279.1M |