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

More Retirement Planning firms in Rochester, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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