Toms River, NJ Office

Team
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Fortitude Advisory Group L.L.C.

Team

Firm-wide stats for Fortitude Advisory Group L.L.C.

Total advisors

15

Across 8 offices

Clients per advisor

41 Low

Avg AUM per client

$749,884 Low

HNW client ratio

0% Very Low

About

Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals and their retirement trusts, as well as to pension and profit‑sharing plans, charitable organizations and some businesses. Like many team firms, it offers portfolio management and financial planning and generally charges asset‑based (percentage‑of‑AUM) fees.

Services are delivered through a network of Financial Advisors who manage accounts on a discretionary or non‑discretionary basis, recommend or select third‑party money managers (including portfolio strategists and portfolio managers), and can provide overlay services. The firm also supports held‑away account reporting through Pontera and, under its DBA Aperture Advisors, has negotiated performance‑based fee arrangements for a limited number of qualified clients subject to high‑water marks.

Fortitude’s organizational structure includes multiple DBAs and affiliated entities (including a related adviser, P3 Asset Management, and ownership by Sound Wealth Partners), and it operates from more than five offices—features that are less common among similarly sized team firms. The brochure also discloses that some Financial Advisors maintain broker‑dealer or insurance roles, that advised‑mutual‑fund relationships and endorsers are part of its referral model, and that it does not generally focus on high‑net‑worth clients while a small subset of accounts are subject to performance‑based compensation.

Based on Fortitude Advisory Group L.L.C.

Expertise

Retirement plans for business owners (SEP, solo 401k)

Based on Fortitude Advisory Group L.L.C.

Occupation focus

Retired Founder/Business Owner

Based on Fortitude Advisory Group L.L.C.

Location

81 East Water Street, Suite 1 B

Toms River NJ 08753

Advisors at this office

2

Advisors at this office

user avatar

Martin S

Series 63, Series 66

Toms River, NJ

Fortitude Advisory Group L.L.C.

Martin Saltzman is a financial advisor with Fortitude Advisory Group L.L.C. in Toms River, NJ, holding Series 63 and Series 66 designations and bringing 43 years of industry experience. He has worked with Summitalliance Advisors since 2008 and with Leigh Baldwin & CO., LLC since 2006. Outside of advisory activities, he is involved in fixed insurance products including term, whole, long-term care, and health insurance on a minimal basis. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm offers portfolio management and financial planning through a network of advisors who manage accounts with discretionary or non-discretionary authority and may recommend third-party money managers.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
user avatar

Louis S

Series 63

Toms River, NJ

Fortitude Advisory Group L.L.C.

Louis Scatigna is a financial advisor with Fortitude Advisory Group L.L.C. He holds the Series 63 designation and has 42 years of industry experience. He has worked at Summitalliance Advisors since 2008 and Leigh Baldwin & CO., LLC since 2006. Outside of advising, he hosts a weekly financial and economic radio show called "The Financial Physician," authors a book by the same name, and engages in public speaking approximately once a year. Fortitude Advisory Group L.L.C. provides investment advisory and financial planning services primarily to individuals, retirement trusts, pension and profit-sharing plans, charitable organizations, and some businesses. The firm operates through a team of Financial Advisors who manage accounts on both discretionary and non-discretionary bases, offering portfolio management, third-party manager selection, and overlay services.

Retirement plans for business owners (SEP, solo 401k) Retired Founder/Business Owner
View complete list of advisors at this office
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