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Home > Retirement Planners > washington > gig harbor > FORTITUDE ADVISORY GROUP L.L.C.
FORTITUDE ADVISORY GROUP L.L.C.
7195 Wagner Way
Suite 104
Gig Harbor, Washington 98335
Tel: 253-470-4977
About FORTITUDE ADVISORY GROUP L.L.C.
FORTITUDE ADVISORY GROUP LLC, formally registered with the SEC as FORTITUDE ADVISORY GROUP LLC. The firm was established in 01/04/2002. They have over 10 offices throughout the country.
FORTITUDE ADVISORY GROUP L.L.C. is a Gig Harbor, Washington based Financial Planning firm with nearly $429,645,351 assets under management, offering retirement planning & investment advisory services to 1543 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116083 |
| SEC# | 801-60827 |
| Assets Managed by Firm | $429,645,351 |
| No. of Clients | 1543 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1543 | $429,645,351 |
| Individuals (other than high net worth individuals) | 682 | $425,307,504 |
| Pension and profit sharing plans | Fewer than 5 clients | $4,337,847 |
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