Fortress Private Ledger, LLC

Fortress Private Ledger, LLC (CRD# 290298) is a financial advisory firm headquartered in Raleigh, NC. They manage $200,660,638 in 691 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
3110 Edwards Mill Rd, Suite 200, Raleigh, NC 27612
http://www.fortressretirementplanadvisors.com
By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    691
    ACCOUNTS
  • Average Account Value
    $290,392
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NC, NJ, NY, SC, TX, VA, WA

Financial Advisors at Fortress Private Ledger, LLC
Showing 11 - 14 of 14 top financial advisors.
11
Michael Davis, financial advisor Raleigh NC
Michael B. Davis
CRD#: 7174558
3110 Edwards Mill Rd, Suite 200, Raleigh, NC 27612

Michael Davis (CRD# 7174558) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 4 years of experience in the finance industry.

12
Jacob Halsey, financial advisor Raleigh NC
Jacob Halsey
CRD#: 7836322
3110 Edwards Mill Rd, Suite 200, Raleigh, NC 27612

Jacob Halsey (CRD# 7836322) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has 1 year of experience in the finance industry.

13
Jill Homan, financial advisor Raleigh NC
Jill I. Homan
CRD#: 7322624
3110 Edwards Mill Rd, Suite 200, Raleigh, NC 27612

Jill Homan (CRD# 7322624) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 3 years of experience in the finance industry.

14
Kyle Roth, financial advisor Raleigh NC
Kyle J. Roth
CRD#: 7152814
3110 Edwards Mill Rd, Suite 200, Raleigh, NC 27612

Kyle Roth (CRD# 7152814) is an Investment Advisor Representative working at Fortress Private Ledger, LLC in Raleigh, NC and has over 4 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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