The FORTITUDE ADVISORY GROUP is a privately held investment adviser that advises $507.86mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. FORTITUDE ADVISORY GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 165.82% over the last 5-years.
The Group has been registered with the SEC for 24.59 years and is comprised of 2 filing and 0 relying advisers. They operate out of 8 office locations with their Headquarters at 7195 WAGNER WAY SUITE 104, GIG HARBOR, WASHINGTON. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 18 employees comprised of 17 investment and 1 non-investment staff. The total number of Employees remained the same over the last few years.
Their $507.86mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $466.43mn or 91.84% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $40.31mn or 7.94% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
FORTITUDE ADVISORY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.