Matthew
Sanes

Fortitude Advisory Group L.L.C

CRD#5999673
Investment Advisor
in Gig Harbor, WA

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About this Advisor

Matthew Sanes is a financial advisor operating out of Gig Harbor, Washington, who has 11 years of relevant experience. Sanes works at Fortitude Advisory Group L.L.C. The advisor has gained experience at Leveraged Solutions, LLC, Wealth Innovations, LLC, Argentus Securities, LLC and Argentus Advisors, LLC. Sanes maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Florida. Fortitude Advisory Group L.L.C is a company operating out of Gig Harbor, WA. The firm has offices in nine locations and a total of 25 employees. It controls $367 million in total assets across its 1,562 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely depend on which services the firm provides the client. Fee types charged by Fortitude Advisory Group L.L.C likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

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

7191 Wagner Way, Nw Suite 302
Gig Harbor, WA 98335

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Fortitude Advisory Group L.L.C Brokerage Details

Total Assets Under Management

$367,345,464

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

25

WA Average: 46
Total Number of Accounts

1,562

WA Average: 1,499
Average Account Size

$235,176

WA Average: $2,379,338

Investment Advisory Services

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

Matthew Sanes Work History

Matthew has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Argentus Advisors, LLC

2009 - Present (15 years)

Wealth Innovations, LLC

2008 - Present (16 years)

Leveraged Solutions, LLC

2011 - 2013 (2 years)

Argentus Securities, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Sanes 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

Andrew Finnigan
Gig Harbor, WA
Ronald Weintraub
Kentfield, CA
Jacinta Earl
Gig Harbor, WA
Peter Weitz
Gig Harbor, WA
Matthew Sanes
Gig Harbor, WA
Stacy Shields
Gig Harbor, WA
Martin Saltzman
Gig Harbor, WA
Steven Farr
Warrensburg, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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