1055 Lpl Way
Fort Mill, South Carolina 29715
Tel: 800-877-7210
FORTIGENT, LLC, formally registered with the SEC as FORTIGENT, LLC. The firm was established in 01/24/2006. They have over 1 offices throughout the country.
FORTIGENT, LLC is a Fort Mill, South Carolina based Financial Planning firm with nearly $3,451,348,607 assets under management, offering retirement planning & investment advisory services to 922 clients. The firm is staffed with 10 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 138164 |
SEC# | 801-65931 |
Assets Managed by Firm | $3,451,348,607 |
No. of Clients | 922 |
No. of Advisors | 10 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 922 | $3,451,348,607 |
High net worth individuals | 538 | $3,451,348,607 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$368,018,536,946 | 1688501 | 31366 | |
$26,631,669,631 | 59 | 368 | |
$4,193,707,521 | 47 | 16 | |
$3,362,897,429 | 11192 | 117 | |
$3,116,698,205 | 384 | 20 |
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