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 registered investment adviser formed in 2002 and organized as an LLC. The firm focuses on individual and family clients and describes itself as a capital allocator that selects third‑party managers in addition to providing in‑house portfolio management and financial planning. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm employs a variety of billing arrangements — percentage of assets under management, hourly and fixed fees, and performance‑based fees — and does not position itself as an active ESG investor.
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 75Active vs passive
$94.2M in ETFs
54%
$50.7M
42%
$43.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $26.7M | 536,537 | 28.34% |
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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