LP Profile

Fortress Financial Group

Also known as fortress financial

Wealth ManagerRochester, United StatesFounded 2007
Rochester
Headquarters
Investment Focus

About Fortress Financial Group

Fortress Financial Group, based in Rochester, MN, offers investment management and comprehensive financial planning to help you retire confidently.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Fortress Financial Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$352.3M
Total Clients
958
Filing Date
April 15, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Fortress Financial Group?

Fortress Financial Group is a wealth manager based in Rochester, United States.

Where is Fortress Financial Group headquartered?

Fortress Financial Group is headquartered in Rochester, United States.

When was Fortress Financial Group founded?

Fortress Financial Group was founded in 2007.

How can I contact Fortress Financial Group?

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