Fortitude Advisory Group L.L.C. is an investment advisor in Gig Harbor with $337.35 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
SEC advisor number
801-60827
FINRA CRD number
116083
AUM ?
$337.35 mm
(as of 24 Oct 22)
Accounts
1,267
(as of 24 Oct 22)
Employees
16
(11 investment advisory or research)
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sound Wealth Partners | Owner | 09/2016 | > 75% |
KCSL Ventures LLC | Owner | 09/2016 | 50-75% |
DKJ Ventures LLC | Owner | 09/2016 | 50-75% |
Johnsen, Craig, Douglas | Owner | 07/2014 | > 75% |
Finnigan, Ryan, Christopher | Owner | 05/2014 | > 75% |
Johnsen, Craig, Douglas | Co-manager and Chief Compliance Officer | 09/2016 | < 5% |
Finnigan, Ryan, Christopher | Co-manager | 09/2016 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
16 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 May 22
13F-HR
Quarterly holdings report by institutional manager
20 May 22