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FORTRESS FINANCIAL SOLUTIONS, LLC

UUID9fba9605-a140-5245-b30e-2c682901ffc5
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 143969 143969 1.0
cik 0002039501 2039501
sec_file_number 801-131567 801-131567

Profile

WebsiteHTTPS://WWW.FORTRESSCOMPANY.COM
HQ CityTUCSON
HQ StateAZ
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)116,483,862.0
  • RAUM (discretionary)116,483,862.0
  • Actionable assets78,657,704.0
  • Accounts687.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM5,589,403.0
  • Charitable AUM10,293.0
  • HNW AUM73,058,008.0

As of 2025-05-07 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.