Fortitude Financial Llc
Spokane, Washington
3.7
3 Reviews
Fortitude Financial LLC is a respected investment advisory firm located in Spokane, WA, operating from a single office. With a client base of over 430 individuals, the firm oversees a substantial $168,058,000 in assets under management, reflecting their commitment to providing comprehensive financial solutions. Fortitude Financial LLC specializes in managing employer 401Ks and individual accounts, with approximately half of their assets under management sourced from these areas. Their extensive experience in this space ensures that clients receive tailored investment strategies aligned with their financial objectives. Notably,...
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Assets Under Mgmt

$168.06M

Investment Professionals

3

Locations

0

% 401K & Individual

70%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: TAX PREPARATION AND CONSULTING SERVICES
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.