RIA Intel›Advisers›Minnesota›FORTRESS INVESTMENT SERVICES, LTD

FORTRESS INVESTMENT SERVICES, LTD

Advisory

MN

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in MN

#495

of 511 advisers by AUM

Average account

$231K

across 193 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients87

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

Succession Risk

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

See plansIncluded with the Intelligence plan

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

87 clients

24 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 MN

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

KLANE WEALTH MANAGEMENT,LLC

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WHITE BEAR LAKE, MN

$44M

KERWIN ASSET MANAGEMENT, LLC

$44M

LIFESTAGE WEALTH MANAGEMENT GROUP LLC

$44M

CRANE CAPITAL MANAGEMENT LLC

SPRING PARK, MN

$43M

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