RIA Intel›Advisers›Kentucky›FORTRESS FINANCIAL PARTNERS LLC

FORTRESS FINANCIAL PARTNERS LLC

Advisory

FLORENCE, KY

Data as of Jun 24, 2026 · Source: SEC Form ADV

Average account

$197K

across 36 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 24, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients16

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY, OH

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

16 clients

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

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DOLLARS & SENSE FINANCIAL FITNESS LLC

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