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| Happy Holidays!! thanks for using AUM13F!! |
| Fortress Financial Solutions LLC
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|---|---|
| CRD # | 143969 |
| SEC # | 801-131567 |
| CIK # | 0002039501 |
| AUM | $116.5 M (2025-05-07) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 520-751-8600 |
| Address | 4640 East Sunrise Drive Tucson, AZ 85718 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.6 | ||
| Nvidia Corp | 1.7 | ||
| Amazon Com Inc | 1.3 | ||
| Microsoft Corp | 1.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.1 | ||
| SPDR Gold Trust | 1.1 | ||
| Costco Wholesale Corp /NEW | 1.1 | ||
| Broadcom Inc | 1.0 | ||
| Tesla Motors Inc | 1.0 | ||
| AT&T Inc | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 37.8 |
| (b) Individuals (high net worth individuals) | 46 | 73.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 5.6 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 687 | 116.5 |
| By Discretionary | ||
| Discretionary | 687 | 116.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 687 | 116.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 116.2 | |
| Total | 687 | 116.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002039501] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ascendor Wealth LLC
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|
NC | 0.1 |
|
Michael D Taxman Investment Management LLC
✚
|
NH | 0.1 |
|
Maya Advisors Inc
✚
|
CA | 0.1 |
|
Titletown Wealth Management LLC
✚
|
WI | 0.1 |
|
Rheeco Inc
✚
|
MA | 0.1 |
|
Wealth Management Solutions LLC
✚
|
0.1 | |
|
Sankala Group LLC
✚
|
0.1 | |
|
David James Financial
✚
|
IA | 0.1 |
|
Horizon Capital Management LLC
✚
|
IL | 0.1 |
|
Harbor Hills Inc
✚
|
CA | 0.1 |