RIA Intel›Advisers›Georgia›FORTRESS INVESTMENT ADVISORY, LLC

FORTRESS INVESTMENT ADVISORY, LLC

Advisory

CLARKESVILLE, GA

Data as of Oct 5, 2021 · Source: SEC Form ADV

Average account

$425K

across 20 accounts

AUM per adviser

$9M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 5, 2021.

Total AUM

$9M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$9M

Discretionary AUM$0

Non-Discretionary AUM$9M

Discretionary %0%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

20 clients

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

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Advisers of similar size in GA

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

REAGAN FINANCIAL PLANNING LLC

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$8M

HORIZON ADVISORS, LLC

ROME, GA

$8M

SCHUMPERT INVESTMENTS, LLC

$8M

ZUMA CAPITAL MANAGEMENT, LLC

CHAMBLEE, GA

$9M

PLUNKETT & ASSOCIATES, INC.

$8M

ASSET PROTECTION GROUP, LLC

$8M

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