Fortitude Advisory Group L.L.C.
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
FINTRXOverview
Fortitude Advisory Group L.L.C. is an independent, SEC-registered investment adviser (registered in 2002) that serves individuals and families. The firm operates as a limited liability company with ownership structured as a mix of a domestic entity and individual ownership. Its core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Fortitude presents a flexible fee menu — percentage of AUM, hourly, fixed fees and performance-based fees — and acts as a capital allocator, deploying client capital to third-party managers where appropriate. The firm does not list ESG investing as an active emphasis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds29%
- Cash & Cash Equivalents15%
- State & Local Bonds3%
- Investment Grade Corp Bonds1%
Owners & executives
2 of 2
Martin Saltzman
Principal & COOCRD 1131052
Ruben Ramirez
CEO & Chief Investment OfficerCRD 2858155
Contacts
3 of 13
Stacy Shields
Wealth AdvisorCRD 7112924
Gregory Mallia
Co-Founder & Managing PartnerCRD 6257387
Ronald Weintraub
CRD 702646
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$92.2M in ETFs
56%
$51.5M
39%
$40.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $26.4M | 533,344 | 28.65% |
Location
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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