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Building 2FORTITUDE FINANCIAL LLC

Map pinSPOKANE, WA
Phone509-931-1199
NotebookSEC #801-120732
Total AUM
$281.5M
Employees
8
Clients
411

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 EAST 2ND AVENUE
SPOKANE
WA 99202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
509-931-1199
Other Offices
1

ReceiptFinancials

Total AUM
$281.5M
Accounts
1,832
Discretionary
$272.1M
Accounts
1,542
Non-Discretionary
$9.4M
Accounts
290

ContactClients

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Individual Clients
339
AUM
$138.9M
HNW Individual Clients
69
AUM
$142.4M
Pension/Profit Sharing Plan Clients
3
AUM
$287K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDNVORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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