Fortitude Advisory Group L.l.c.
Fortitude Advisory Group L.l.c. is an SEC-registered mass-market adviser in Gig Harbor, WA with $467.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Fortitude Advisory Group L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116083, SEC 801-60827, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $467.5M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Gig Harbor, WA
- Employees
- 15
- Clients
- 622
- CRD
- 116083
- Ownership
- SUMMITALLIANCE INVESTMENT GROUP, L.L.C.; LESTER, MICHAEL, EDWARD; HALL, STAN, RUSSELL; GILL, DOUGLAS, WAYNE; ANDERS, LARRY, KEITH
How much AUM does Fortitude Advisory Group L.l.c. have?
Fortitude Advisory Group L.l.c. reported $467.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fortitude Advisory Group L.l.c.?
Disclosed owners and executives of Fortitude Advisory Group L.l.c. include SUMMITALLIANCE INVESTMENT GROUP, L.L.C., LESTER, MICHAEL, EDWARD, HALL, STAN, RUSSELL, GILL, DOUGLAS, WAYNE, ANDERS, LARRY, KEITH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.