Overview
Assets Under Management: $239 million
High-Net-Worth Clients: 29
Average Client Assets: $8 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.21
Average High-Net-Worth Client Assets: $8 million
Total Client Accounts: 124
Discretionary Accounts: 124
Regulatory Filings
CRD Number: 132969
Last Filing Date: 2025-02-25 00:00:00
Website: https://forteassets.com