FORTIFY FINANCIAL LLC

FORTIFY FINANCIAL LLC is an SEC-registered investment adviser (CRD 340138).

Registration

• CRD: 340138
• SEC file number: 801-135237
• Type: Registered investment adviser
• Phone: (469) 323-0307
• Latest filing: 2026-01-12
• Clients: 1

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 340138 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search