RIA Intel›Advisers›Texas›FORTRESS ESTATE SOLUTIONS, PLLC

FORTRESS ESTATE SOLUTIONS, PLLC

Advisory

FRISCO, TX

Data as of Jan 3, 2023 · Source: SEC Form ADV

Rank in TX

#1,744

of 2,813 advisers by AUM

Average account

$417K

across 121 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 3, 2023.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$51M

Discretionary AUM$51M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients135

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InTX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

135 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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