FORT, L.P.

2 Wisconsin Circle
Suite 1150
Chevy Chase, Maryland 20815-7003
Tel: 301-986-6940

About FORT, L.P.

FORT, LP, formally registered with the SEC as FORT, LP. The firm was established in 01/24/2014. They have over 1 offices throughout the country.

FORT, L.P. is a Chevy Chase, Maryland based Financial Planning firm with nearly $358,861,756 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168613
SEC#	801-79113
Assets Managed by Firm	$358,861,756
No. of Clients	3
No. of Advisors	11

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3	$358,861,756

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