Fortitude Advisory Group L.L.C.

RIASEC RegisteredEst. 2002
Total AUM
$468M
Discretionary
$466M
100% of AUM
Avg account
$345K
Accounts
1,354
Employees
15
Advisory reps
15

Firm details

Headquarters
Gig Harbor, Washington
CRD number
116083
Registered since
January 4, 2002
Website
www.soundwealthpartners.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • Individuals99.76%
  • Pension & Profit Sharing Plans0.24%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fortitude Advisory Group L.L.C. is an independent, SEC-registered registered investment adviser organized as a limited liability company and operating since 2002. The firm describes itself as a capital allocator serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee arrangements are varied — percentage-of-AUM, hourly, fixed fees and performance-based fees are all used. Fortitude does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 29%, Cash & Cash Equivalents 15%, State & Local Bonds 3%, Investment Grade Corp Bonds 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds29%
  • Cash & Cash Equivalents15%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds1%

Owners & executives

2 of 2
  • Martin Saltzman

    Martin Saltzman

    Principal & COOCRD 1131052

  • Ruben Ramirez

    Ruben Ramirez

    CEO & Chief Investment OfficerCRD 2858155

Contacts

3 of 13
  • Andrew Finnigan

    Andrew Finnigan

    Investment Advisor RepresentativeCRD 4852413

  • Craig Johnsen

    Craig Johnsen

    Co-Founder & PartnerCRD 2103838

  • Matthew Sanes

    Matthew Sanes

    Managing DirectorCRD 5999673

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 75

Active vs passive

$94.2M in ETFs

Passive

54%

$50.7M

Active

42%

$43.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD ULTRA-SHORT BOND ETF (VUSB)VanguardActiveUltrashort Bond$26.7M536,53728.34%
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Location

Primary office

Gig Harbor, WA

Pierce

Location

Gig Harbor, WA

Headquartered in Gig Harbor, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
Pierce
Address
7195 Wagner Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth