FORTRESS FINANCIAL MANAGEMENT

FORTRESS FINANCIAL MANAGEMENT of SHELTON, CT is an SEC-registered investment adviser (CRD 340068).

Registration

• CRD: 340068
• Type: Registered investment adviser
• Location: 4 RESEARCH DRIVE SUITE 402, SHELTON, CT, 06484
• Phone: 2039121657
• Latest filing: 2026-06-29
• Clients: 2

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 340068 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search