|
⚲
|
| Fortitude Advisory Group LLC
✚
|
|
|---|---|
| CRD # | 116083 |
| SEC # | 801-60827 |
| CIK # | |
| AUM | $416.9 M (2025-06-09) |
| Employees | 15 (100% Investors, 20% Brokers) |
| Phone | 253-470-4977 |
| Address | 7195 Wagner Way Gig Harbor, WA 98335 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 654 | 414.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,326 | 416.9 |
| By Discretionary | ||
| Discretionary | 1,322 | 414.8 |
| Non-Discretionary | 4 | 2.1 |
| Total | 1,326 | 416.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 416.9 | |
| Total | 1,326 | 416.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrated Quantitative Investments LLC
✚
|
0.4 | |
|
Prospect Financial Services LLC
✚
|
NY | 0.4 |
|
Graney & King LLC
✚
|
NY | 0.4 |
|
Dougherty Wealth Advisers LLC
✚
|
MN | 0.4 |
|
Relation Wealth Management Inc
✚
|
OK | 0.4 |
|
MBM Wealth Consultants LLC
✚
|
MO | 0.4 |
|
Mach-1 Financial Group LLC
✚
|
AR | 0.4 |
|
Allodium Investment Consultants LLC
✚
|
MN | 0.4 |
|
Causey Public Finance LLC
✚
|
0.4 | |
|
Master's Wealth Management Inc
✚
|
PA | 0.4 |