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Fortitude Financial LLC

● SEC registered since 2021CRD 313235SEC# 801-120732Spokane, WA
Export (members)
Reg. AUM
$270.1M
Employees
8
Accounts
1,821
Location
Spokane, WA

Fortitude Financial LLC assets under management

Fortitude Financial LLC is a registered investment adviser overseen by the SEC based in Spokane, WA. The firm has been registered since 2021. It reports $270.1 million in regulatory assets under management and employs 8 people.
twitter.com/ff_fortitudeView on SEC.gov ↗

Fortitude Financial LLC owners & executives

4 reported
NameTitleOwnershipSince
Benjamin Kohls ChasePartner10-25%2022
Jeremy Frank Lewis ControlPrincipal50-75%2021
Joni L Gall ControlChief Compliance OfficerUnder 5%2021
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Frequently asked questions

How much does Fortitude Financial LLC manage?

Fortitude Financial LLC reports $270.1 million in regulatory assets under management on its Form ADV.

How many employees does Fortitude Financial LLC have?

Fortitude Financial LLC reports 8 employees.

Where is Fortitude Financial LLC located?

Fortitude Financial LLC is based in Spokane, WA and has been SEC-registered since 2021.

Does Fortitude Financial LLC disclose fund performance?

Fortitude Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address123 East 2nd Avenue, Spokane, WA 99202
Phone509-931-1199
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$261.7M
Non-discretionary$8.4M
Total (RAUM)$270.1M