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FORTITUDE FINANCIAL LLC
CRD 313235 · SEC 801-120732
123 EAST 2ND AVENUE, SPOKANE, WA, 99202, United States
Phone
509-931-1199
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.5M
Discretionary AUM
$272.1M
Team
7 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 339 | $138.9M |
| High net worth individuals | 69 | $142.4M |
| Pension/profit sharing plans | 3 | $287K |
States served
AZ, CA, CO, ID, NV, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD