FORTRESS PLANNING GROUP, LLC
Doing business as FORTRESS PLANNING GROUP. SEC Form ADV profile.
Total regulatory AUM
$345,296,879
Discretionary
$345,296,879
Non-discretionary
$0
Firm details
- CRD number
- 157900
- SEC file number
- 801-127572
- Main office
- PEWAUKEE, WI, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTP://WWW.BESTINWEALTH.COM
- Fee structure
-
Percentage of AUM
As of October 2026.