CRD: 142809
Fortress Estate Solutions, Pllc
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-27-2007
- Office Locations
- 1
Office Locations
About Fortress Estate Solutions, Pllc
Fortress Estate Solutions, PLLC is a Frisco, TX–based independent RIA (est. 2006) providing fiduciary, non-commission investment management plus retirement, tax, estate/legacy and cash-flow planning for individuals, families and businesses. President Richard Jordan actively manages portfolios using fundamental and technical models, with an ETF-heavy implementation, and coordinates planning with attorneys and CPAs; custodians include Schwab.
Team overview
Insights
Investment Themes
Services
Owner & Executives
RICHARD JORDAN
Chief Compliance Officer, President
- CRD
- #5273476
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,367,590,912 | 76.8% |
| Cash | $1,319,376,421 | 23.2% |
| Total | $5,686,967,333 | 100.0% |