FORTITUDE FAMILY OFFICE

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Arizona, United States

Employees

Total Number of Employees	16
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	7
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	341	$413.3M
Non-Discretionary	24	$21.0M
Total	365	$434.3M

Clients

Type	Number	RAUM
Individuals	14	$14.0M
HNW Individuals	67	$389.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	1	$31.0M
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	26-50

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)FAMILY OFFICE & WEALTH MANAGEMENT SERVICES, BUSINESS MANAGEMENT, PHILANTHROPIC SERVICES
Compensation	% of AUMHourly chargesFixed feesPerformance-based fees
Other Business Activities	Accountant or accounting firm

Identifiers

SEC RIA File Number	801-122907
SEC ERA File Number	801-122907
SEC CIK Numbers	1950506
SEC CRD Numbers	317615
Legal Entity Identifier	None

Principal Office

8901 E. PIMA CENTER PARKWAY
SUITE 145
SCOTTSDALE
AZ
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic