FORTRESS ESTATE SOLUTIONS, PLLC

FORTRESS ESTATE SOLUTIONS, PLLC of FRISCO, TX is an SEC-registered investment adviser (CRD 142809). Regulatory assets under management: $50.5M.

Registration

• CRD: 142809
• Type: Registered investment adviser
• Location: 3535 VICTORY GROUP WAY, FRISCO, TX, 75034
• Phone: 972-325-1700
• Latest filing: 2023-01-03
• Regulatory AUM: $50.5M
• Discretionary AUM: $50.5M
• Clients: 3
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142809 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search