Overview
Assets Under Management: $3.5 billion
Headquarters: FORT MILL, SC
High-Net-Worth Clients: 538
Average Client Assets: $6.4 million
Frequently Asked Questions
FORTIGENT, 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 #138164), FORTIGENT, LLC is subject to fiduciary duty under federal law.
FORTIGENT, LLC is headquartered in FORT MILL, SC.
FORTIGENT, LLC serves 538 high-net-worth clients according to their SEC filing dated November 29, 2023. View client details ↓
According to their SEC Form ADV, FORTIGENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FORTIGENT, LLC manages $3.5 billion in client assets according to their SEC filing dated November 29, 2023.
According to their SEC Form ADV, FORTIGENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 538
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00%
Average Client Assets: $6.4 million
Total Client Accounts: 922
Discretionary Accounts: 922
Regulatory Filings
CRD Number: 138164
Filing ID: 1801969
Last Filing Date: 2023-11-29 08:16:00