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Building 2FORTE CAPITAL LLC

Map pinROCHESTER, NY
Phone585-586-8100
NotebookSEC #801-55817
Total AUM
$1.5B
Employees
20
Clients
956

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 LINDEN OAKS
SUITE 310
ROCHESTER
NY 14625
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
585-586-8100
Other Offices
5

ReceiptFinancials

Total AUM
$1.5B
Accounts
2,180
Discretionary
$1.4B
Accounts
2,161
Non-Discretionary
$22.4M
Accounts
19

ContactClients

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Individual Clients
562
AUM
$198.3M
HNW Individual Clients
355
AUM
$1.1B
Pension/Profit Sharing Plan Clients
28
AUM
$92.9M
Charitable Organization Clients
11
AUM
$47.4M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAILMAMDMINCNHNJNYOHPARISCTNTXVAVTWAWI

HandshakeAffiliates

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

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