Overview
Assets Under Management: $239 million
High-Net-Worth Clients: 29
Average Client Assets: $8 million
Frequently Asked Questions
FORTE ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132969), FORTE ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
FORTE ASSET MANAGEMENT, LLC serves 29 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, FORTE ASSET MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
FORTE ASSET MANAGEMENT, LLC manages $239 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, FORTE ASSET MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
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