FORTITUDE FAMILY OFFICE

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

About FORTITUDE FAMILY OFFICE

FORTITUDE FAMILY OFFICE, formally registered with the SEC as FORTITUDE FAMILY OFFICE. The firm was established in 12/21/2021. They have over 1 offices throughout the country.

FORTITUDE FAMILY OFFICE is a Scottsdale, Arizona based Financial Planning firm with nearly $640,902,238 assets under management, offering retirement planning & investment advisory services to 729 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317615
SEC#	801-122907
Assets Managed by Firm	$640,902,238
No. of Clients	729
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	729	$640,902,238
Individuals (other than high net worth individuals)	27	$19,323,389
High net worth individuals	113	$542,009,524

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VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034	$57,786,360,253	69	121
GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253	$32,630,475,936	25	152
DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
BALBEC CAPITAL MANAGEMENT LP 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251	$6,370,551,613	20	105
SMEAD CAPITAL MANAGEMENT, INC. 2502 East Camelback Road, Suite 210 Phoenix, AZ, 85016	$6,072,332,268	87	17

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