FORTRESS FINANCIAL PARTNERS

FORTRESS FINANCIAL PARTNERS of FLORENCE, KY is an SEC-registered investment adviser (CRD 328804). Regulatory assets under management: $7.1M.

Registration

• CRD: 328804
• Type: Registered investment adviser
• Location: 73 CAVALIER BOULEVARD, FLORENCE, KY, 41042
• Phone: 8593465822
• Latest filing: 2026-06-24
• Regulatory AUM: $7.1M
• Discretionary AUM: $7.1M
• Clients: 2
• Accounts: 36

Business model

Compensation: % of AUM, 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 328804 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search