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FORTRESS ESTATE SOLUTIONS, PLLC
CRD 142809
3535 VICTORY GROUP WAY, SUITE 610, FRISCO, TX, 75034, United States
Phone
972-325-1700
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.5M
Discretionary AUM
$50.5M
Team
3 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2023-01-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 121 | $34.1M |
| High net worth individuals | 14 | $16.4M |
All web addresses on file
Official SEC filing: View on IAPD