Fortress Investment Advisors

Fortress Investment Advisors (CRD# 143969) is a financial advisory firm headquartered in Tucson, AZ. They manage $46,500,000 in 420 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    420
    ACCOUNTS
  • Average Account Value
    $110,714
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NC, TX

Financial Advisors at Fortress Investment Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Felice L. Larmer
CRD#: 1326853
4640 E. Sunrise Drive, Suite 211, Tucson, AZ 85718
96
Wealthminder
score

Felice Larmer (CRD# 1326853) is an Investment Advisor Representative working at Fortress Investment Advisors in Tucson, AZ and has over 24 years of experience in the finance industry. Felice Larmer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Adam Amante
CRD#: 5331089
4640 E. Sunrise Drive, Suite 211, Tucson, AZ 85718
93
Wealthminder
score

Adam Amante (CRD# 5331089) is an Investment Advisor Representative working at Fortress Investment Advisors in Tucson, AZ and has over 9 years of experience in the finance industry.

3
David J. Amante
CRD#: 5633817
4640 E. Sunrise Drive, Suite 211, Tucson, AZ 85718
93
Wealthminder
score

David Amante (CRD# 5633817) is an Investment Advisor Representative working at Fortress Investment Advisors in Tucson, AZ and has over 7 years of experience in the finance industry.

4
Theresa L. Morrison
CRD#: 6620337
4640 E. Sunrise Drive, Suite 211, Tucson, AZ 85718
90
Wealthminder
score

Theresa Morrison (CRD# 6620337) is an Investment Advisor Representative working at Fortress Investment Advisors in Tucson, AZ and has 1 year of experience in the finance industry. Theresa Morrison has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jason M. Lazarow
CRD#: 5641586
4640 E. Sunrise Drive, Suite 211, Tucson, AZ 85718
68
Wealthminder
score

Jason Lazarow (CRD# 5641586) is an Investment Advisor Representative working at Fortress Investment Advisors in Tucson, AZ and has over 7 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.