Overview
Assets Under Management: $142 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 59
Average Client Assets: $1.6 million
Frequently Asked Questions
FORTRESS FINANCIAL SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143969), FORTRESS FINANCIAL SOLUTIONS, LLC is subject to fiduciary duty under federal law.
FORTRESS FINANCIAL SOLUTIONS, LLC is headquartered in TUCSON, AZ.
FORTRESS FINANCIAL SOLUTIONS, LLC serves 59 high-net-worth clients according to their SEC filing dated April 08, 2026. View client details ↓
According to their SEC Form ADV, FORTRESS FINANCIAL SOLUTIONS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FORTRESS FINANCIAL SOLUTIONS, LLC manages $142 million in client assets according to their SEC filing dated April 08, 2026.
According to their SEC Form ADV, FORTRESS FINANCIAL SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.75%
Average Client Assets: $1.6 million
Total Client Accounts: 723
Discretionary Accounts: 723
Regulatory Filings
CRD Number: 143969
Filing ID: 2093045
Last Filing Date: 2026-04-08 17:16:04