Fortitude Advisory Group L.L.C.
● SEC registered since 2002CRD 116083SEC# 801-60827Gig Harbor, WA
Reg. AUM
$467.5M
Employees
15
Accounts
1,354
Location
Gig Harbor, WA
Fortitude Advisory Group L.L.C. assets under management
Fortitude Advisory Group L.L.C. is a registered investment adviser overseen by the SEC based in Gig Harbor, WA. The firm has been registered since 2002. It reports $467.5 million in regulatory assets under management and employs 15 people.
Fortitude Advisory Group L.L.C. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Douglas Johnsen Control | Co-Manager And Chief Compliance Officer | Under 5% | 2016 |
| Ryan Christopher Finnigan Control | Co-Manager | Under 5% | 2016 |
| Sound Wealth Partners Control | Owner | Over 75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Fortitude Advisory Group L.L.C. manage?
Fortitude Advisory Group L.L.C. reports $467.5 million in regulatory assets under management on its Form ADV.
How many employees does Fortitude Advisory Group L.L.C. have?
Fortitude Advisory Group L.L.C. reports 15 employees.
Where is Fortitude Advisory Group L.L.C. located?
Fortitude Advisory Group L.L.C. is based in Gig Harbor, WA and has been SEC-registered since 2002.
Does Fortitude Advisory Group L.L.C. disclose fund performance?
Fortitude Advisory Group L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7195 Wagner Way, Suite 104, Gig Harbor, WA 98335 |
| Phone | 253-470-4977 |
| Fax | 253-358-3832 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1928999 |
| Discloses disciplinary history | No |
Regulatory AUM
$467.5M▲ 9%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 30%
More than 70% of 16,825 advisers
Assets under management
$467.5Mregulatory AUM
Discretionary $466.4MNon-discretionary $1.1M