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FRUITAGE FINANCIAL LLC
CRD 283352
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 42 | $11.8M |
| High net worth individuals | 14 | $66.4M |
All web addresses on file
Official SEC filing: View on IAPD