Fortress Financial Group, LLC
● SEC registered since 2021CRD 315329SEC# 801-122032Rochester, MN
Reg. AUM
$352.3M
Employees
10
Accounts
958
Location
Rochester, MN
Fortress Financial Group, LLC assets under management
Fortress Financial Group, LLC is an investment advisory firm registered with the SEC based in Rochester, MN. The firm has been registered since 2021. It reports $352.3 million in regulatory assets under management and employs 10 people.
Fortress Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Edward Langworthy Control | Managing Member / Founder, Financial Advisor | Over 75% | 2021 |
| Debra Donell Pladsen Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Fortress Financial Group, LLC manage?
Fortress Financial Group, LLC reports $352.3 million in regulatory assets under management on its Form ADV.
How many employees does Fortress Financial Group, LLC have?
Fortress Financial Group, LLC reports 10 employees.
Where is Fortress Financial Group, LLC located?
Fortress Financial Group, LLC is based in Rochester, MN and has been SEC-registered since 2021.
Does Fortress Financial Group, LLC disclose fund performance?
Fortress Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1610 14th Street NW, Suite 300, Rochester, MN 55901 |
| Phone | (507) 529-1400 |
| Fax | (507) 353-0078 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$352.3M▲ 16%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$352.3Mregulatory AUM
Discretionary $352.3M