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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 09-01-1982
- Office Locations
- 1
Office Locations
About Fortress Investment Advisory, LLC
Fortress is an alternative assets investment manager serving institutional investors as well as financial advisors and individual investors through its Private Wealth Solutions platform. The firm develops purpose-built alternative investment solutions, drawing on a global sourcing network and the ability to invest across asset classes, geographies, and public and private markets to target attractive risk-adjusted returns. Offers dedicated advisor/investor portal resources for access and support.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KENNETH EDWARD BOTTS
CPA, Owner
- CRD
- --
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,500,000 | -- |
| Total | $8,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,438,964,603 | 100.0% |
| Total | $3,438,964,603 | 100.0% |