Overview
Assets Under Management: $270 million
Headquarters: SPOKANE, WA
High-Net-Worth Clients: 3
Average Client Assets: $79 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.93
Average High-Net-Worth Client Assets: $79 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