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Fortress Private Ledger

Company Profile

Company profile

Website

www.fortressretirementplanadvisors.com

Incorporated

Fiscal year end

SEC CIK

IRS number

823399190

SEC advisor number

801-118075

FINRA CRD number

290298

AUM ?

$141.72 mm (as of 28 Jun 23)

Accounts

424 (as of 28 Jun 23)

Employees

21 (13 investment advisory or research)

Office hours

Monday - Friday, 9:00 AM - 5:00 PM

Ownership

Owner	Title	From	%Ownership
Gure, Christopher Joseph	Owner	01/2023	10-25%
Grabar, Joseph Nicholas III	Ceo/cco/trustee	11/2017	< 5%
Carter, Ana R	Finop/cfo/pfo/poo	04/2018	< 5%
the Joseph N. Grabar, III Revocable Trust Dated May 14, 2004	Owner	11/2017	> 75%

Latest filings (excl ownership)

No filings

Latest ownership filings

Quarterly holdings report by institutional manager

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