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 $543,497,449 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168613
SEC#	801-79113
Assets Managed by Firm	$543,497,449
No. of Clients	5
No. of Advisors	13

Fee Structure

A Percentage of AUM
Performance Based

Advisory Services Provided

Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$543,497,449

Inquire with FORT, L.P.

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