Dale
Phillips
Fortitude Family Office
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About this Advisor
Dale Phillips is a chartered financial analyst working in Scottsdale, Arizona who has 1 year of relevant experience. Phillips works at Fortitude Family Office. Throughout their career, they have worked at Keats Connelly And Associates Inc, Mra Associates, Tarbox Family Office and Fortitude Family Office. Phillips holds a Series 65 license, certifying them as an investment advisor representative, and can operate in Arizona. Fortitude Family Office is a registered investment business based out of Scottsdale, AZ. It handles $196 million in assets across its 132 customer accounts, making it one of the mid-sized firms in the country by assets under management. Of its 132 client accounts, 88% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Financial management fees usually vary depending on which services the firm provides the client. However, fees billed by Fortitude Family Office most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fortitude Family Office Brokerage Details
$196,346,148
14
132
$1,487,471
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Dale Phillips Work History
Dale has been registered as a financial advisor for 1 years.*
Fortitude Family Office
Tarbox Family Office
Mra Associates
Keats Connelly And Associates Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dale Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fortitude Family Office
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
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