Fortress Financial Partners

RIASEC Registered

Total AUM

$7.1M

Discretionary

$7.1M

100% of AUM

Avg account

$197K

Accounts

36

Employees

2

Advisory reps

6

Firm details

Headquarters: Florence, Kentucky
CRD number: 328804
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Fortress Financial Partners is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets component with fixed fees. Fortress does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities70%
Investment Grade Corp Bonds20%
Cash & Cash Equivalents10%

Owners & executives

1 of 1

Brian Mann
Chief Investment OfficerCRD 5295623

Contacts

3 of 5

Mackenzie Mann
MemberCRD 7903941
Madelyn Mann
MemberCRD 7903946
Mikayla Mann
MemberCRD 7818675

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Florence, KY

Boone

Location

Florence, KY

Headquartered in Florence, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.

Metro area: Cincinnati-Wilmington-Maysville, OH-KY-IN
Region: South
County: Boone
Address: 73 Cavalier Blvd
Time zone: CT (UTC-6)
Office locations

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