Fortress Private Ledger, Llc, NC — Investment Adviser | BuildTrust

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FORTRESS PRIVATE LEDGER, LLC

Investment AdviceRALEIGH, NC

Assets Under Management

$346.1M

Total AUM

Donut chart: Discretionary 298.5M, Non-Discretionary 47.6M
Category	Value
Discretionary	298.5M
Non-Discretionary	47.6M

Adviser Information

Field	Value
CRD Number	290298
SEC Number	801-118075
Street Address	3110 EDWARDS MILL RD
Street Address 2	SUITE 200
Location	RALEIGH, NC 27612
Country	United States
Phone	919-322-2761
Fax	919-882-9040
Total Employees	26
Business Types	broker_dealer, insurance_broker

Client Count by Type (502 Total)

Horizontal bar chart: Individuals (other than H… 394, High Net Worth Individual… 98, Corporations/Businesses 8, Pension/Profit Sharing Pl… 2
Category	Value
Individuals (other than H…	394
High Net Worth Individual…	98
Corporations/Businesses	8
Pension/Profit Sharing Pl…	2