FORTRESS CAPITAL FORMATION LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
152385
Registered since
December 21, 2010

Firm profile

FINTRX

Overview

Fortress Capital Formation LLC is organized as a limited liability company and is recorded as having been SEC-registered in 2010. Public-sourced filings and the FINTRX snapshot provide minimal detail about the firm's business model: there is no listed classification of advisory focus, no stated fee structure, and no disclosure of specific advisory or capital-allocation activities. Ownership is identified as a mix of a domestic entity and an individual. The firm is not flagged as a capital allocator, pension consultant, related adviser, or an active ESG investor.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • DAWN BLANKENSHIP

    Founding Partner and COOCRD 7125777

Contacts

3 of 22
  • JORDAN CUNNINGHAM

    Product SpecialistCRD 6066820

  • Claudia Kriz

    AssociateCRD 8192054

  • William Cook

    Registered RepresentativeCRD 7267699

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
1345 Avenue of the Americas
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth