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Home > Retirement Planners > washington > spokane > FORTITUDE FINANCIAL LLC
FORTITUDE FINANCIAL LLC
123 East 2nd Avenue
Spokane, Washington 99202
Tel: 509-931-1199
About FORTITUDE FINANCIAL LLC
FORTITUDE FINANCIAL LLC, formally registered with the SEC as FORTITUDE FINANCIAL LLC. The firm was established in 04/08/2021. They have over 2 offices throughout the country.
FORTITUDE FINANCIAL LLC is a Spokane, Washington based Financial Planning firm with nearly $232,757,928 assets under management, offering retirement planning & investment advisory services to 1809 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313235 |
| SEC# | 801-120732 |
| Assets Managed by Firm | $232,757,928 |
| No. of Clients | 1809 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX PREPARATION AND CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1809 | $232,757,928 |
| Individuals (other than high net worth individuals) | 410 | $119,048,285 |
| High net worth individuals | 66 | $111,706,058 |
| Pension and profit sharing plans | 2 | $2,003,585 |
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