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Kristin Marie Greenleaf

Fortitude Family Office

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About Kristin Marie Greenleaf

Kristin Marie Greenleaf is an investment advisor representative at Fortitude Family Office. Kristin is licensed to offer investment advice in Arizona and California. Kristin has been in the financial services industry since 1997 and has worked for various firms, including D.E. Frey & Company, Inc. and Rowland Carmichael Advisors, Inc. Kristin specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and business management services.

Firm Information

Kristin Greenleaf is currently registered with Fortitude Family Office. Fortitude Family Office is a Scottsdale, Arizona-based wealth management firm that provides a range of services including family office services, business management, and philanthropic services. They manage approximately $640.9 million in assets for high net worth individuals, pooled investment vehicles, and individuals other than high net worth.
Fortitude Family Office

8901 E. PIMA CENTER PARKWAY

SCOTTSDALE, AZ 85258

$640.90M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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family office & wealth management services, business management, philanthropic services

Family office & wealth management services, business management, philanthropic services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Kristin Greenleaf’s Registration & Firm History

AZ

07/12/2023 - Present

Fortitude Family Office (SCOTTSDALE AZ)

CO

08/25/1997 - 03/29/1999

D.E. FREY & COMPANY, INC. (DENVER CO)

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Licenses & Designations

IA

Issued 08/28/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/21/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kristin Marie Greenleaf.
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