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FORTRESS PRIVATE LEDGER, LLC
FORTRESS PRIVATE LEDGER, LLC
RALEIGH, North Carolina
·
3 registered advisors
·
CRD# 290298
SEC# 801-118075
4
919-322-2761
01
Firm Overview
AUM
$201M
Regulatory assets under management
Employees
23
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FORTRESS PRIVATE LEDGER, LLC
3 registered advisors
Ana R Carter
RALEIGH, North Carolina
CRD# 4424794
Christopher Joseph Gure
RALEIGH, North Carolina
CRD# 6339890
Joseph Nicholas Iii Grabar
RALEIGH, North Carolina
CRD# 2776181
05
Office Locations
RALEIGH, North Carolina
3 advisors
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Data sourced from SEC Form ADV filings. FORTRESS PRIVATE LEDGER, LLC (CRD# 290298) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.