Fortress Family Asset Management LLC

Overview

Fortress Family Asset Management LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm combines advisory services with insurance brokerage, offering a mix of fee models — percentage of assets under management, hourly and fixed fees, and commission arrangements — to match different client needs. Investment activity is concentrated in liquid, exchange-traded instruments with an equity preference, while the firm also reports allocations to third-party real estate strategies and broad mutual fund exposure to round out client portfolios. Fortress Family does not position itself as an ESG investor and appears to operate within a single state jurisdiction.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices