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Fortitude Advisory Group L.L.C.

● SEC registered since 2002CRD 116083SEC# 801-60827Gig Harbor, WA
Export (members)
Reg. AUM
$416.9M
Employees
15
Accounts
1,326
Location
Gig Harbor, WA

Fortitude Advisory Group L.L.C. assets under management

Fortitude Advisory Group L.L.C. is a registered investment adviser overseen by the SEC based in Gig Harbor, WA. The firm has been registered since 2002. It reports $416.9 million in regulatory assets under management and employs 15 people.

Fortitude Advisory Group L.L.C. owners & executives

7 reported
NameTitleOwnershipSince
Craig Douglas Johnsen ControlCo-Manager And Chief Compliance OfficerUnder 5%2016
Ryan Christopher Finnigan ControlCo-ManagerUnder 5%2016
Sound Wealth Partners ControlOwnerOver 75%2016
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Frequently asked questions

How much does Fortitude Advisory Group L.L.C. manage?

Fortitude Advisory Group L.L.C. reports $416.9 million in regulatory assets under management on its Form ADV.

How many employees does Fortitude Advisory Group L.L.C. have?

Fortitude Advisory Group L.L.C. reports 15 employees.

Where is Fortitude Advisory Group L.L.C. located?

Fortitude Advisory Group L.L.C. is based in Gig Harbor, WA and has been SEC-registered since 2002.

Does Fortitude Advisory Group L.L.C. disclose fund performance?

Fortitude Advisory Group L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7195 Wagner Way, Suite 104, Gig Harbor, WA 98335
Phone253-470-4977
Fax253-358-3832
Office hours8:30 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1928999
Discloses disciplinary historyNo

Assets under management

Discretionary$414.8M
Non-discretionary$2.1M
Total (RAUM)$416.9M