CRD: 331873
Stone Fortress Wealth Strategies
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-04-2024
- Office Locations
- 2
Office Locations
About Stone Fortress Wealth Strategies
Stone Fortress Wealth Strategies is an independent, fee-only RIA providing comprehensive financial planning and ongoing investment management. The firm builds tax-efficient, risk-aligned portfolios based on client goals, time horizon, and cash-flow needs, and supports clients through major life and business transitions. Client accounts are custodied at Charles Schwab with an Orion-based wealth portal for reporting and access.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DANIEL ISAAC GLOD
Chief Compliance Officer, Financial Advisor
- CRD
- #3013135
- Ownership
- 75% or more
JAMES KEVIN CLARK
Chief Investment Officer, Senior Portfolio Manager
- CRD
- #4469500
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,347,577 | -- |
| Non-Discretionary | $8,765,740 | -- |
| Total | $56,113,317 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing