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Eileen Elizabeth Ortega

FORTRESS WEALTH PLANNING, LLC·PONTE VEDRA BEACH, Florida
Unclaimed Profile
814 HIGHWAY A1A N, STE 202, PONTE VEDRA BEACH, FL 32082CRD# 2388971Firm CRD# 307618
01

About

Eileen Elizabeth Ortega is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with FORTRESS WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORTRESS WEALTH PLANNING, LLC
FORTRESS WEALTH PLANNING
AUM
$410M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at FORTRESS WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2388971
Firm CRD# 307618
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Eileen Elizabeth Ortega offer?
Eileen Elizabeth Ortega specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.
What are Eileen Elizabeth Ortega's credentials?
Eileen Elizabeth Ortega is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eileen Elizabeth Ortega located?
Eileen Elizabeth Ortega is based in PONTE VEDRA BEACH, Florida, working with FORTRESS WEALTH PLANNING, LLC. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.
How does Eileen Elizabeth Ortega charge for services?
Eileen Elizabeth Ortega's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTRESS WEALTH PLANNING, LLC?
FORTRESS WEALTH PLANNING, LLC has approximately 7 employees and manages $410M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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