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 Connecticut-based limited liability company and is registered with the SEC (registration year: Unknown). The firm is owned by an individual and is categorized in the source data as Unclassified. Its business activity is listed as an accountant, and its advisory services include financial planning and portfolio management for individuals and small businesses. The firm’s fee arrangements are flexible and include percentage-of-AUM charging, hourly billing, and fixed fees. Fortress Financial Management is not identified as an active ESG investor, not a capital allocator, not a multi-state adviser, not a pension consultant, and it does not appear as a related adviser in the provided data.
Assets & Accounts
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
Location
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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