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Matthew Gene Walker

FORTITUDE FAMILY OFFICE, LLC·SCOTTSDALE, Arizona
Series 65Clean record14 years registeredFORTITUDE FAMILY OFFICE, LLC
8901 E. PIMA CENTER PARKWAY, SCOTTSDALE, AZ 85258CRD# 6040760Firm CRD# 317615

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Gene Walker · SCOTTSDALE, AZ
Registration
CRD #6040760 · FORTITUDE FAMILY OFFICE, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

FORTITUDE FAMILY OFFICE
Jan 2022 – present
TARBOX FAMILY OFFICE, INC.
Jan 2019 – Nov 2021
NEWPORT BEACH, CA
MRA ASSOCIATES
Feb 2013 – Dec 2018
PHOENIX, AZ
GENSPRING FAMILY OFFICES, LLC
Aug 2012 – Feb 2013
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 3, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FORTITUDE FAMILY OFFICE, LLC
CRD 317615 · SEC 801-122907
AUM
$641M
Regulatory assets under management
Employees
20
729 client accounts
Services offered by FORTITUDE FAMILY OFFICE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at FORTITUDE FAMILY OFFICE, LLC →
Introduction

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05

Frequently Asked Questions

What services does Matthew Gene Walker offer?
Matthew Gene Walker specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Matthew Gene Walker's credentials?
Matthew Gene Walker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Gene Walker located?
Matthew Gene Walker is based in SCOTTSDALE, Arizona, working with FORTITUDE FAMILY OFFICE, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Matthew Gene Walker charge for services?
Matthew Gene Walker's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTITUDE FAMILY OFFICE, LLC?
FORTITUDE FAMILY OFFICE, LLC has approximately 20 employees and manages $641M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORTITUDE FAMILY OFFICE, LLC

Dale Andrew Phillips
SCOTTSDALE, AZ

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Research
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