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 independently owned registered investment adviser that has operated since 2002 and focuses on individual and family clients. The firm provides comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third‑party managers when appropriate. Its billing is flexible: percentage of assets under management alongside hourly and fixed fees, with the ability to charge performance‑based fees for certain mandates. 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

    Principal & COOCRD 1131052

  • RUBEN RAMIREZ

    CEO & Chief Investment OfficerCRD 2858155

Contacts

3 of 13

  • ANDREW FINNIGAN

    Investment Advisor RepresentativeCRD 4852413

  • CRAIG JOHNSEN

    Co-Founder & PartnerCRD 2103838

  • 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 67

Active vs passive

$79M in ETFs

Passive

53%

$41.9M

Active

43%

$37.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD ULTRA-SHORT BOND ETF (VUSB)VanguardActiveUltrashort Bond$27.3M548,51934.57%
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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