Overview
Assets Under Management: $270 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 18
Average Client Assets: $2 million
Frequently Asked Questions
FORTITUDE FINANCIAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313235), FORTITUDE FINANCIAL LLC is subject to fiduciary duty under federal law.
FORTITUDE FINANCIAL LLC is headquartered in SPOKANE, WA.
FORTITUDE FINANCIAL LLC serves 18 high-net-worth clients according to their SEC filing dated March 07, 2025. View client details ↓
According to their SEC Form ADV, FORTITUDE FINANCIAL LLC offers financial planning and portfolio management for individuals. View all service details ↓
FORTITUDE FINANCIAL LLC manages $270 million in client assets according to their SEC filing dated March 07, 2025.
According to their SEC Form ADV, FORTITUDE FINANCIAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 11.14
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,821
Discretionary Accounts: 1,525
Non-Discretionary Accounts: 296
Regulatory Filings
CRD Number: 313235
Filing ID: 1948856
Last Filing Date: 2025-03-07 09:48:00
Website: https://fortitudefinancial.com