Geoffrey C. Tran
Professional summary
Geoffrey Cong Khanh Tran, who also goes by Geoff Tran, is a registered financial advisor currently at FORTITUDE FAMILY OFFICE located in Scottsdale, Arizona.
Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Geoffrey has worked at 4 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Geoffrey Cong Khanh Tran's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 22, 2024 - Present
FORTITUDE FAMILY OFFICE
Office #1: 7500 N Dobson Rd Suite 151, Scottsdale, AZ 85256April 12, 2013 - October 29, 2019
TOLLESON PRIVATE WEALTH MANAGEMENT
January 12, 2012 - November 16, 2012
TFO FAMILY OFFICE PARTNERS
August 24, 2010 - November 23, 2011
GFO ADVISORY SERVICES, LLC
Primary Firm SEC Registration
FORTITUDE FAMILY OFFICE
CRD#: 317615 / SEC#: 801-122907
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/3/2025)
(10/22/2024)
Current Firm
FORTITUDE FAMILY OFFICE
CRD#: 317615 / SEC#: 801-122907
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 781 |
| AUM (Assets Under Management) | $ 893,717,216 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/24/2025 | ||
| 08/27/2024 | ||
| 06/26/2023 |
Red Flags
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