Fortitude Financial LLC

Overview

Fortitude Financial LLC is an independent registered investment adviser that began SEC registration in 2021 and is organized as a limited liability company with individual ownership. The firm serves both individual/family and institutional clients, with a stated focus on financial planning and portfolio management for individuals and small businesses. Compensation comes primarily through a percentage-of-assets fee schedule supplemented by hourly charges for certain engagements. Fortitude identifies as an active ESG investor and lists an accounting professional affiliation among its industry relationships. The firm does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives