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Fortress Financial Solutions, LLC

● SEC registered since 2024CRD 143969SEC# 801-131567Tucson, AZ
Export (members)
Reg. AUM
$130.2M
Employees
6
Accounts
695
Location
Tucson, AZ

Fortress Financial Solutions, LLC assets under management

Fortress Financial Solutions, LLC is an investment advisory firm registered with the SEC based in Tucson, AZ. The firm has been registered since 2024. It reports $130.2 million in regulatory assets under management and employs 6 people.

Fortress Financial Solutions, LLC owners & executives

4 reported
NameTitleOwnershipSince
Adam Amante ControlMember - CcoOver 75%2007
Christy Ann KnotzExecutive OfficerUnder 5%2025
Kenneth Gene NeslerExecutive OfficerUnder 5%2016
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Frequently asked questions

How much does Fortress Financial Solutions, LLC manage?

Fortress Financial Solutions, LLC reports $130.2 million in regulatory assets under management on its Form ADV.

How many employees does Fortress Financial Solutions, LLC have?

Fortress Financial Solutions, LLC reports 6 employees.

Where is Fortress Financial Solutions, LLC located?

Fortress Financial Solutions, LLC is based in Tucson, AZ and has been SEC-registered since 2024.

Does Fortress Financial Solutions, LLC disclose fund performance?

Fortress Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4640 East Sunrise Drive, Suite 211, Tucson, AZ 85718
Phone520-751-8600
Fax520-795-2212
Office hours8:30 a.m. - 4:30 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2039501
Discloses disciplinary historyNo

Assets under management

Discretionary$130.2M
Non-discretionary$0
Total (RAUM)$130.2M