$7.1M Total AUM
$7.1M Disc. AUM
-- 3Y CAGR
2 Employees
16 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2023
- Office Locations
- 1
Office Locations
73 Cavalier Boulevard STE 210 Florence KY
About Fortress Financial Partners
Fortress Financial Partners LLC is a Florence, KY registered investment adviser providing financial and investment planning, including estate and insurance planning. Led by Brian Mann (CIO/CCO/managing member), the firm brings both advisor and internal/external wholesaler experience. Investment approach emphasizes ETFs, mutual funds, and fixed income.
Team overview
51 AVG AGE
$3.5M AVG AUM / ADVISOR
$442.4K AVG AUM / CLIENT
1.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
Mackenzie Hope Mann
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
M
Madelyn Grace Mann
Managing Member
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 6 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,079,039 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,079,039 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing