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FORTE CAPITAL LLC

400 Linden Oaks
Suite 310
Rochester, New York 14625
Tel: 585-586-8100

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About FORTE CAPITAL LLC

FORTE CAPITAL LLC, formally registered with the SEC as FORTE CAPITAL LLC. The firm was established in 08/25/1998. They have over 6 offices throughout the country.

FORTE CAPITAL LLC is a Rochester, New York based Financial Planning firm with nearly $1,452,382,644 assets under management, offering retirement planning & investment advisory services to 2180 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#109941
SEC#801-55817
Assets Managed by Firm$1,452,382,644
No. of Clients2180
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Education seminars/workshops
  • Other (INVESTMENT CONSULTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total2180$1,452,382,644
Individuals (other than high net worth individuals)562$198,276,978
High net worth individuals355$1,113,815,742
Pension and profit sharing plans28$92,881,118
Charitable organizations11$47,408,806

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