FORTITUDE FINANCIAL LLC
CRD #313235 SEC #801-120732 SPOKANE, WA 509-931-1199
SEC Registered
Total AUM
$270.1M
Discretionary
$261.7M
Employees
8
Clients
51
Accounts
1,821
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $270.1M | $261.7M | $8.4M | 8 | 0 |
| Mar 2025 | $270.1M | $261.7M | $8.4M | 8 | 0 |
| Jul 2024 | $232.8M | $200.2M | $32.5M | 8 | 0 |
| Mar 2024 | $232.8M | $200.2M | $32.5M | 9 | 0 |
| Mar 2024 | $232.8M | $200.2M | $32.5M | 9 | 0 |
| Oct 2023 | $168.1M | $168.1M | $0 | 8 | 2 |
| Sep 2023 | $168.1M | $168.1M | $0 | 8 | 2 |
| Aug 2023 | $168.1M | $168.1M | $0 | 8 | 2 |
| Mar 2023 | $168.1M | $168.1M | $0 | 8 | 2 |
| Nov 2022 | $206.5M | $206.5M | $0 | 8 | 2 |
| Oct 2022 | $206.5M | $206.5M | $0 | 8 | 2 |
| Aug 2022 | $206.5M | $206.5M | $0 | 8 | 2 |
| Jun 2022 | $206.5M | $206.5M | $0 | 8 | 2 |
| Jan 2022 | $206.5M | $206.5M | $0 | 7 | 2 |
| Jan 2022 | $206.5M | $206.5M | $0 | 7 | 2 |
| Jan 2022 | $197.9M | $197.9M | $0 | 7 | 2 |
| Nov 2021 | $197.9M | $197.9M | $0 | 7 | 2 |
| Oct 2021 | $197.9M | $197.9M | $0 | 7 | 2 |
| Sep 2021 | $197.9M | $197.9M | $0 | 7 | 2 |
| Aug 2021 | $197.9M | $197.9M | $0 | 7 | 2 |
| May 2021 | $0 | $0 | $0 | 6 | 0 |
| Apr 2021 | $0 | $0 | $0 | 6 | 0 |
| Mar 2021 | $0 | $0 | $0 | 6 | 0 |
DateOct 2025
Total AUM$270.1M
Discretionary$261.7M
Non-Disc.$8.4M
Employees8
Clients0
DateMar 2025
Total AUM$270.1M
Discretionary$261.7M
Non-Disc.$8.4M
Employees8
Clients0
DateJul 2024
Total AUM$232.8M
Discretionary$200.2M
Non-Disc.$32.5M
Employees8
Clients0
DateMar 2024
Total AUM$232.8M
Discretionary$200.2M
Non-Disc.$32.5M
Employees9
Clients0
DateMar 2024
Total AUM$232.8M
Discretionary$200.2M
Non-Disc.$32.5M
Employees9
Clients0
DateOct 2023
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees8
Clients2
DateSep 2023
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees8
Clients2
DateAug 2023
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees8
Clients2
DateMar 2023
Total AUM$168.1M
Discretionary$168.1M
Non-Disc.$0
Employees8
Clients2
DateNov 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees8
Clients2
DateOct 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees8
Clients2
DateAug 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees8
Clients2
DateJun 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees8
Clients2
DateJan 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees7
Clients2
DateJan 2022
Total AUM$206.5M
Discretionary$206.5M
Non-Disc.$0
Employees7
Clients2
DateJan 2022
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees7
Clients2
DateNov 2021
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees7
Clients2
DateOct 2021
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees7
Clients2
DateSep 2021
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees7
Clients2
DateAug 2021
Total AUM$197.9M
Discretionary$197.9M
Non-Disc.$0
Employees7
Clients2
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0