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FORTRESS FINANCIAL SOLUTIONS, LLC
CRD 143969 · SEC 801-131567
4640 EAST SUNRISE DRIVE, SUITE 211, TUCSON, AZ, 85718, United States
Phone
520-751-8600
Fax
520-795-2212
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$142.0M
Discretionary AUM
$142.0M
Team
10 total employees; 8 advisory reps; 2 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 219 | $45.8M |
| High net worth individuals | 59 | $96.2M |
| Charitable organizations | 1 | $9K |
States served
AZ, CA, MD, NY, NC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD