Overview
Assets Under Management: $1.5 billion
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 355
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 355
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.69
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,180
Discretionary Accounts: 2,161
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 109941
Last Filing Date: 2025-02-20 00:00:00
Website: https://forte-capital.com