FORTITUDE FAMILY OFFICE - Financial Advisor in Arizona, Scottsdale

Tel: (602) 834-0089 8901 E. Pima Center Parkway Suite 145 Scottsdale, Arizona 85258

About FORTITUDE FAMILY OFFICE

FORTITUDE FAMILY OFFICE is a Scottsdale, Arizona based financial advisory firm with nearly $640,902,238 in assets under management and provides investment advisory services for 729 clients. There are currently 19 financial advisors at the firm.

General Information

Firm CRD#:

317615

Firm SEC#:

801-122907

Assets Under Management:

$640,902,238

No. of Clients:

729

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Other (FAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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