Fortitude Advisory Group LLC

Fortitude Advisory Group LLC (CRD# 116083) is a financial advisory firm headquartered in Gig Harbor, WA. They manage $429,645,351 in 1,543 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
7195 Wagner Way, Suite 104, Gig Harbor, WA 98335
https://www.p3wm.com/
By the Numbers
  • Total Assets Under Management
    430
    MILLION
  • Total Number of Accounts
    1,543
    ACCOUNTS
  • Average Account Value
    $278,448
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, MA, MO, NC, NJ, NV, NY, OR, TX, VA, VT, WA, WY

Financial Advisors at Fortitude Advisory Group LLC
Showing 11 - 15 of 15 top financial advisors.
11
Maia Thomas, financial advisor Laramie WY
Maia D. Thomas
CRD#: 2017456
Laramie, WY

Maia Thomas (CRD# 2017456) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in Laramie, WY and has over 32 years of experience in the finance industry.

12
Ronald Weintraub, financial advisor Kentfield CA
Ronald J. Weintraub
CRD#: 702646
Kentfield, CA

Ronald Weintraub (CRD# 702646) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in Kentfield, CA and has over 35 years of experience in the finance industry.

13
Michelle Blouin, financial advisor Ft Laurderdale FL
Michelle C. Blouin
CRD#: 7352830
2598 East Sunrise Blvd, Ste 2104, Ft Laurderdale, FL 33304

Michelle Blouin (CRD# 7352830) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in Ft Laurderdale, FL and has 1 year of experience in the finance industry.

14
Scott Mills, financial advisor New York NY
Scott E. Mills
CRD#: 4664752
420 Lexington Ave, Suite 1402, New York, NY 10170

Scott Mills (CRD# 4664752) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in New York, NY and has 1 year of experience in the finance industry.

15
Ruben Ramirez, financial advisor New York NY
Ruben R. Ramirez
CRD#: 2858155
420 Lexington Ave, Suite 1402, New York, NY 10170

Ruben Ramirez (CRD# 2858155) is an Investment Advisor Representative working at Fortitude Advisory Group LLC in New York, NY and has over 27 years of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals