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FORTITUDE ADVISORY GROUP L.L.C.
FORTITUDE ADVISORY GROUP L.L.C.
GIG HARBOR, Washington
·
3 registered advisors
·
CRD# 116083
SEC# 801-60827
8
253-470-4977
01
Firm Overview
AUM
$430M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FORTITUDE ADVISORY GROUP L.L.C.
3 registered advisors
James Jeffrey Halvosa
DALLAS, Texas
CRD# 2603382
Larry Keith Anders
DALLAS, Texas
ChFC
CRD# 1585593
Michael Edward Lester
DALLAS, Texas
CRD# 1197341
05
Office Locations
DALLAS, Texas
3 advisors
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Data sourced from SEC Form ADV filings. FORTITUDE ADVISORY GROUP L.L.C. (CRD# 116083) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.