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FRUITAGE FINANCIAL LLC

CRD 283352

Visit website

2580 EAST HARMONY RD., SUITE 301-50, FORT COLLINS, CO, 80528, United States

Phone

(970) 399-9031

Fax

(970) 251-7371

Registration

— (—)

Source

State registered

Total AUM

$82.6M

Discretionary AUM

$0

Team

3 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals42$11.8M
High net worth individuals14$66.4M

All web addresses on file

Official SEC filing: View on IAPD