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Building 2FORTE ASSET MANAGEMENT, LLC

Map pin
Phone917-868-9104
NotebookSEC #801-64405
Total AUM
$315.2M
Employees
2
Clients
60

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
917-868-9104

ReceiptFinancials

Total AUM
$315.2M
Accounts
153
Discretionary
$315.2M
Accounts
153
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
24
AUM
$7.7M
HNW Individual Clients
33
AUM
$276.5M
Corporation or Business Clients
3
AUM
$31.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMINY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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