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Building 2FORTA FINANCIAL GROUP, INC.

Map pinGREENWOOD VILLAGE, CO
Phone303-694-1600
NotebookSEC #801-113100
Total AUM
$171.5M
Employees
25
Clients
1,284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5445 DTC PKWY
SUITE 1100
GREENWOOD VILLAGE
CO 80111
United States
Operating Hours
7:30 AM - 4 PM
Monday - Friday
Phone
303-694-1600
Other Offices
4

ReceiptFinancials

Total AUM
$171.5M
Accounts
1,284
Discretionary
$58.6M
Accounts
109
Non-Discretionary
$113M
Accounts
1,175

ContactClients

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Individual Clients
1,283
AUM
$159.8M
Pension/Profit Sharing Plan Clients
1
AUM
$11.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AZCACOFLMIMNMONCNJNVNYORPATNTXWA

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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