Falists
← Back to search

FORTIFIED WEALTH STRATEGIES, INC.

MICHALSKI FINANCIAL MANAGEMENT INC

CRD 298569

Visit website

10465 MELODY DRIVE, SUITE 202, NORTHGLENN, CO, 80234, United States

Phone

7205835056

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$46.5M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Fixed fees; SHARE OF MANAGEMENT FEES W/ 3RD PARTY ADVISORS

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals13$4.0M
High net worth individuals16$42.5M

All web addresses on file

Official SEC filing: View on IAPD