1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FORTERIS WEALTH MANAGEMENT, INC.

Map pinARMONK, NY
Phone914-696-5300
NotebookSEC #801-44613
Total AUM
$219M
Employees
3
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 BUSINESS PARK DRIVE
SUITE 211
ARMONK
NY 10504
United States
Operating Hours
8:00 AM -- 6:00 PM
Monday - Friday
Phone
914-696-5300
Other Offices
1

ReceiptFinancials

Total AUM
$219M
Accounts
545
Discretionary
$217.3M
Accounts
541
Non-Discretionary
$1.7M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
83
AUM
$24.5M
HNW Individual Clients
92
AUM
$181.9M
Pension/Profit Sharing Plan Clients
10
AUM
$12.6M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLLANENHNJNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account