Overview
Assets Under Management: $648 million
Headquarters: HIGHLAND PARK, IL
High-Net-Worth Clients: 466
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 466
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 230
Discretionary Accounts: 230
Regulatory Filings
CRD Number: 151139
Last Filing Date: 2025-01-06 00:00:00
Website: https://fortllc.com