FORTRESS FINANCIAL SOLUTIONS, LLC
Firm details
- Headquarters
- TUCSON, Arizona
- CRD number
- 143969
- Registered since
- December 2, 2024
- Website
- fortresscompany.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.75%
- Individuals32.24%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fortress Financial Solutions, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm operates as a capital allocator, servicing both individual and family clients as well as institutional accounts. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Revenue is generated through a mix of percentage‑of‑AUM fees, hourly charges, and fixed fees. Fortress also conducts insurance distribution and other financial product sales and is affiliated with an insurance company. The firm describes itself as an active ESG investor and is owned by an individual principal.
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
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds21%
- US Government Bonds3%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1James Campbell
Independent ContractorCRD 7294205
Contacts
3 of 7Marie Gooch
FounderCRD 7287694
JUSTIN PIERCE
Investment Advisor RepresentativeCRD 6090682
CHRISTY KNOTZ
AdvisorCRD 5783084
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 30Active vs passive
$72M in ETFs
83%
$60.1M
13%
$12M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $10.9M | 18,865 | 15.12% |
Location
TUCSON, AZ
PIMA
Location
TUCSON, AZ
Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.
- Metro area
- Tucson-Nogales, AZ
- Region
- West
- County
- PIMA
- Address
- 4640 E Sunrise Dr
- Time zone
- MT (UTC-7)
- Office locations
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