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FORTITUDE ADVISORY GROUP L.L.C.
CRD 116083 · SEC 801-60827
7195 WAGNER WAY, SUITE 104, GIG HARBOR, WA, 98335, United States
Phone
253-470-4977
Fax
253-358-3832
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$467.5M
Discretionary AUM
$466.4M
Team
15 total employees; 15 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 622 | $466.4M |
States served
VT, AZ, CA, GA, MA, NJ, NY, NC, OR, MO, WA, TX, FL
All web addresses on file
- HTTP://WEALTH-INNOVATIONS.COM
- HTTP://AFMINVESTMENTS.NET
- https://www.facebook.com/afminvestments/
- https://apertureadvisors.io
- https://www.linkedin.com/company/proactive-planning-partners-wealth-management/about/
- https://www.facebook.com/soundwp
- https://valdapartners.com
- https://farrfin.com
- https://www.p3wm.com/
- HTTP://WWW.SOUNDWEALTHPARTNERS.COM
- HTTP://THEFINANICALPHYSICIAN.COM
Official SEC filing: View on IAPD