Geoffrey Cong khanh Tran
Investment adviser representative at Fortitude Family Office
14 yearsExperience
2 statesRegistered in
PFSDesignation
$1.3BFirm assets
Are you Geoffrey Cong khanh Tran? Claim your profile
Contact this firm
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
14 years in the industry.
- Fortitude Family Office, LLCJan 2022 to now
- Gfto Group LLCSep 2020 to Dec 2021
- N/aSep 2019 to Aug 2020
- Tolleson Wealth Management, Inc.Dec 2012 to Aug 2019
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
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
- 5748874
- Firm CRD
- 317615