Dale Andrew Phillips
Investment adviser representative at Fortitude Family Office
12 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Fortitude Family OfficeNov 2021 to now
- Tarbox Family OfficeFeb 2020 to Oct 2021
- Mra AssociatesFeb 2014 to Feb 2020
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Fortitude Family Office
Legal name: Fortitude Family Office, LLC
$1.3BAssets managed
412Clients
14Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5610375
- Firm CRD
- 317615