Ronald
Weintraub

Fortitude Advisory Group L.L.C

CRD#702646
Investment Advisor
in Kentfield, CA

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About this Advisor

Ronald Weintraub is a financial advisor based in Kentfield, California, working with Fortitude Advisory Group L.L.C. Ronald has previously held positions at Argentus Advisors, LLC and Argentus Securities, LLC. Ronald has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Ronald is part of Fortitude Advisory Group L.L.C, which operates out of Kentfield, California. The firm has 8 offices and 25 employees. The firm manages assets totaling $429.6 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Fortitude Advisory Group L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Kentfield, CA

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Fortitude Advisory Group L.L.C Brokerage Details

Total Assets Under Management

$429,645,351

CA Average: $3,566,627,242
Total Number of Employees

25

CA Average: 46
Total Number of Accounts

1,543

CA Average: 1,499
Average Account Size

$278,448

CA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ronald Weintraub Work History

2013 - Present (11 years)

Argentus Securities, LLC

2011 - Present (13 years)

Argentus Advisors, LLC

Disclosures

Please visit the SEC profile of Ronald Weintraub to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortitude Advisory Group L.L.C

Steven Farr
Warrensburg, MO
Gregory Mallia
New York, NY
Jacinta Earl
Gig Harbor, WA
Ronald Weintraub
Kentfield, CA
Andrew Finnigan
Gig Harbor, WA
Matthew Sanes
Gig Harbor, WA
Stacy Shields
Gig Harbor, WA
Louis Scatigna
Gig Harbor, WA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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