Fortress Capital Formation LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
24
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 has been registered with the SEC since 2010. The snapshot identifies the owner type as a mix of a domestic entity and an individual and classifies the firm as unclassified. The firm is not designated as a capital allocator and is not listed as an active ESG investor. Other status flags in the profile indicate it is not a multi-state adviser, not newly formed, not a pension consultant, and not reported as a related adviser. Fortress Capital Formation LLC has not provided descriptive material about its advisory services, client segments, fee schedules, or specific business activities in the source profile.

Assets & Accounts

Investments & Alternatives

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

    Dawn Blankenship

    Founding Partner and COOCRD 7125777

Contacts

3 of 23
  • Jordan Cunningham

    Jordan Cunningham

    Product SpecialistCRD 6066820

  • Claudia Kriz

    Claudia Kriz

    AssociateCRD 8192054

  • William Cook

    William Cook

    Registered RepresentativeCRD 7267699

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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