FWG HOLDINGS, LLC

FORTRESS WEALTH GROUP
WINTER PARK, Florida·3 registered advisors·CRD# 308968
SEC# 801-1187690407-999-8998
01

Firm Overview

AUM
$295M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FWG HOLDINGS, LLC

3 registered advisors
Bradley Davis Ledford
ORLANDO, Florida
Cole Robert Linquist
WINTER PARK, Florida
John Edward Ledford
WINTER PARK, Florida
05

Office Locations

WINTER PARK, Florida
2 advisors
ORLANDO, Florida
1 advisor

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Data sourced from SEC Form ADV filings. FWG HOLDINGS, LLC (CRD# 308968) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.