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).

By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $10,187,533
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, PR

Financial Advisors at Fortaleza Asset Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Margarita Perez
CRD#: 2033912
200 West Adams, Suite 2000, Chicago, IL 60606
93
Wealthminder
score

Margarita Perez (CRD# 2033912) is an Investment Advisor Representative working at Fortaleza Asset Management Inc. in Chicago, IL and has over 25 years of experience in the finance industry.

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