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Building 2FORTITUDE ADVISORY GROUP L.L.C.

Map pinGIG HARBOR, WA
Phone253-470-4977
NotebookSEC #801-60827
Total AUM
$467.5M
Employees
15
Clients
623

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7195 WAGNER WAY
SUITE 104
GIG HARBOR
WA 98335
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
253-470-4977
Other Offices
8

ReceiptFinancials

Total AUM
$467.5M
Accounts
1,354
Discretionary
$466.4M
Accounts
1,351
Non-Discretionary
$1.1M
Accounts
3

ContactClients

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Individual Clients
622
AUM
$466.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMONCNJNYORTXVTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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