F
$44.6M Total AUM
$44.6M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
28 yrs Firm Age
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- Custodian
- T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-10-1998
- Office Locations
- 1
Office Locations
-- Eden Prairie MN
About Fortress Investment Services, LTD
Fortress Investment Services is an owner-led investment advisor in Eden Prairie, MN providing long-term, conservative investment management for individuals and small business owners, with an emphasis on retirement planning and rollovers (401(k) and SEP). Serving clients since 1985, the firm positions itself as an independent advice practice investing primarily through public funds and ETFs, with assets custodied at T. Rowe Price.
Team overview
64 AVG AGE
$44.6M AVG AUM / ADVISOR
$512.3K AVG AUM / CLIENT
12.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN ANTHONY URBANSKI
Owner, President
- CRD
- #1652288
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,570,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,570,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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