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FORTITUDE FAMILY OFFICE
SCOTTSDALE, AZ
(602) 834-0089
SEC #801-122907Total AUM
$1B
Employees
28Clients
361Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7500 N DOBSON RD
SUITE 151
SCOTTSDALE
AZ 85256
United States
SUITE 151
SCOTTSDALE
AZ 85256
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
(602) 834-0089
Financials
Total AUM
$1B
Accounts
848Discretionary
$911.8M
Accounts
765Non-Discretionary
$88.3M
Accounts
83
Clients
Individual Clients
44AUM
$28M
HNW Individual Clients
312AUM
$824.3M
Pooled Vehicle Clients
2AUM
$136.8M
Charitable Organization Clients
2AUM
$3.1M
Corporation or Business Clients
1AUM
$7.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCANVTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.