FORTITUDE FAMILY OFFICE

RIASEC RegisteredEst. 2021

Total AUM

$1B

Discretionary

$912M

91% of AUM

Avg account

$1.2M

Accounts

848

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 317615
Registered since: December 21, 2021
Website: fortitudefo.com
Custodians: CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI82.42%
Pooled Investment Vehicles13.67%
Individuals2.8%
Corporations / Businesses0.79%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Fortitude Family Office is a privately held limited liability company operating as an independent SEC-registered investment adviser (registered in 2021). The firm positions itself as a capital allocator serving both individual/family and institutional clients, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Its advisory scope includes selection of other advisers and it also performs accounting-related business activities. Fee arrangements include asset-based fees, hourly and fixed-fee engagements, and performance-based fees. The firm reports active consideration of ESG factors in its investing approach and serves as sponsor/GP/managing member of pooled investment vehicles it advises.