Fortify Financial Group, LLC
Firm details
- Headquarters
- Fargo, North Dakota
- CRD number
- 322197
- Website
- fortify.financial
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI85.72%
- Individuals14.28%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fortify Financial Group, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on advising individuals and families, offering financial planning, portfolio management for individuals and small businesses, and selecting other advisers when appropriate. Its fee model combines a percentage of assets under management with hourly charges. Fortify identifies as a capital allocator and does not position itself as an ESG investor or a multi-state adviser in its disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Kacie Schulz
Founder and Wealth AdvisorCRD 6275987
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fargo, ND
Cass
Location
Fargo, ND
Headquartered in Fargo, ND, anchoring the Fargo-Wahpeton, ND-MN metro in the Midwest.
- Metro area
- Fargo-Wahpeton, ND-MN
- Region
- Midwest
- County
- Cass
- Address
- 3788 55th Ave S
- Time zone
- CT (UTC-6)
- Office locations
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