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FORTE CAPITAL LLC
400 Linden Oaks
Suite 310
Rochester, New York 14625
Tel: 585-586-8100
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 Status | Approved |
|---|---|
| Firm CRD# | 109941 |
| SEC# | 801-55817 |
| Assets Managed by Firm | $1,452,382,644 |
| No. of Clients | 2180 |
| No. of Advisors | 20 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 2180 | $1,452,382,644 |
| Individuals (other than high net worth individuals) | 562 | $198,276,978 |
| High net worth individuals | 355 | $1,113,815,742 |
| Pension and profit sharing plans | 28 | $92,881,118 |
| Charitable organizations | 11 | $47,408,806 |
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