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Building 2FORTRESS FINANCIAL SOLUTIONS, LLC

Map pinTUCSON, AZ
Phone520-751-8600
NotebookSEC #801-131567
Total AUM
$142M
Employees
10
Clients
279

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4640 EAST SUNRISE DRIVE
SUITE 211
TUCSON
AZ 85718
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
520-751-8600

ReceiptFinancials

Total AUM
$142M
Accounts
723
Discretionary
$142M
Accounts
723
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
219
AUM
$45.8M
HNW Individual Clients
59
AUM
$96.2M
Charitable Organization Clients
1
AUM
$8.7K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMDNCNHNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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