FORTRESS FINANCIAL MANAGEMENT
Firm details
- Headquarters
- SHELTON, Connecticut
- CRD number
- 340068
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fortress Financial Management operates as a limited liability company specializing in financial planning services and portfolio management for individuals and small businesses. The firm focuses on delivering tailored investment strategies and financial advice, leveraging its expertise in accounting to enhance client outcomes. While the firm does not identify as a capital allocator or an active ESG investor, it provides a range of services designed to meet the diverse needs of its clientele.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2PETER KIHARA
Co-Founder and CEOCRD 4427318
Javier Caceres
COOCRD 8203855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHELTON, CT
FAIRFIELD
Location
SHELTON, CT
Headquartered in SHELTON, CT, 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
- FAIRFIELD
- Address
- 4 Research Dr
- Time zone
- ET (UTC-5)
- Office locations
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