RIA Intel›Advisers›North Dakota›FORTIFY FINANCIAL GROUP, LLC

FORTIFY FINANCIAL GROUP, LLC

Advisory

FARGO, ND

Data as of Apr 10, 2026 · Source: SEC Form ADV

Average account

$113K

across 148 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 10, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$16M

Non-Discretionary AUM$353K

Discretionary %97.9%

Total Clients79

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, ND

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

79 clients

50 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in ND

Closest by assets under management. All figures from Form ADV.

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FLYWAY FINANCIAL LLC

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SHOCKMAN FINANCIAL COMPANIES LLC

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