Fortaleza Asset Management Inc.
Fortaleza Asset Management Inc. (CRD# 106797) is a financial advisory firm headquartered in Chicago, IL. They manage $152,813,000 in 15 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management153MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$10,187,533
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Margarita Perez (CRD# 2033912) is an Investment Advisor Representative working at Fortaleza Asset Management Inc. in Chicago, IL and has over 26 years of experience in the finance industry.