Fortitude Financial LLC
Firm details
- Headquarters
- Spokane, Washington
- CRD number
- 313235
- Registered since
- April 8, 2021
- Website
- www.fortitudefinancial.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI50.57%
- Individuals49.32%
- Pension & Profit Sharing Plans0.1%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fortitude Financial LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Compensation is primarily fee-based (percentage of AUM) with the option of hourly billing for select work. The firm identifies as an active ESG investor, and the data indicates it does not operate as a capital allocator, pension consultant, related adviser, or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds87%
- Other10%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3
Joni Gall
Chief Compliance OfficerCRD 7113934
Jeremy Lewis
CEO & Wealth AdvisorCRD 4465352
Noelle Seipp
Chief Operations OfficerCRD 5761543
Contacts
2 of 2
Matthew Greve
Financial Advisor and Registered RepresentativeCRD 7071224
Benjamin Chase
Wealth Advisor and PartnerCRD 6145202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Spokane, WA
Spokane
Location
Spokane, WA
Headquartered in Spokane, WA, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Spokane
- Address
- 123 E 2nd Ave
- Time zone
- PT (UTC-8)
- Office locations
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