Coo/cco · Fortitude Family Office
Dale A. Phillips
CRD 5610375 · Named on Form ADV at one SEC-registered adviser
At a glance
Fortitude Family Office, an SEC-registered wealth manager based in Scottsdale, AZ with $1.3 billion in regulatory assets, lists Dale A. Phillips on its Form ADV as Coo/cco, a control person.
Firms and roles
- Fortitude Family OfficeCoo/ccoWealth manager · Scottsdale, AZ · $1.3B in regulatory assets
AtlasMembers
Dale’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Matthew G. WalkerCEO, Managing Member, Fortitude Family Office
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Dale’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.