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Glenn Steven Freed

Fortress Wealth Management, INC.
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Fortress Wealth Management, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
274 clients
Average Client Portfolio
$983K average
Assets Under Management
$269.3M

Fee Structure

Location

9696 Culver Blvd Suite 301, Culver City, CA, 90232

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fortress Wealth Management, INC.
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Fortress Wealth Management, INC.
March 2019 - November 2019 · 8 mos
Lourdmurray
April 2018 - December 2018 · 8 mos
Umb Distribution Services, LLCBroker
August 2011 - April 2016 · 4 yrs 8 mos
Dimensional Fund Advisors LP
December 2008 - October 2010 · 1 yr 10 mos
Dfa Securities LLCBroker
January 2002 - October 2010 · 8 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.