Invested Better
Unclaimed

Unclaimed

Unclaimed

Matthew Gene Walker

Fortitude Family Office

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Matthew? Claim Your Profile

About Matthew Gene Walker

Matthew Walker is an investment advisor representative at Fortitude Family Office. Matthew Walker is registered in Arizona, California and Texas and holds a Series 65 license. Matthew Walker also provides services through Walker Accounting Group. Matthew Walker has been in the industry since 2013. Matthew Walker specializes in providing financial planning, portfolio management, and selection of other advisors for individual, pooled investment vehicles and family offices.

Firm Information

Matthew Walker 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Matthew Walker’s Registration & Firm History

AZ

08/12/2023 - Present

Fortitude Family Office (SCOTTSDALE AZ)

Not sure if Matthew Gene Walker is right for you?

Licenses & Designations

IA

Issued 07/31/2012

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Gene Walker.
Not sure if Matthew Gene Walker is right for you?