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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $425.0K in reported AUM per client.
The profile lists 1 reported office location and 44 years in operation. The source data was last updated on October 5, 2021. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Fortress Investment Advisory, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KENNETH EDWARD BOTTS
CPA, Owner
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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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
SMA allocation detail is available
Fortress Investment Advisory, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.