Kyle J Roth

Fortress Private Ledger, LLC

6 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Fortress Private Ledger, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

502 clients

Average Client Portfolio

$689K average

Assets Under Management

$346.1M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

3110 Edwards Mill Rd, Suite 200, Raleigh, NC, 27612

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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.

Employment History

Current Registrations

Fortress Private Ledger, LLC

September 2019 - Present · 6 yrs 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.