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FORTIGENT, LLC

1055 Lpl Way
Fort Mill, South Carolina 29715
Tel: 800-877-7210

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About FORTIGENT, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#138164
SEC#801-65931
Assets Managed by Firm$3,451,348,607
No. of Clients922
No. of Advisors10

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Other(FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED)

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total922$3,451,348,607
High net worth individuals538$3,451,348,607

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PERMANENS CAPITAL L.P.
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APOLLON WEALTH MANAGEMENT, LLC
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SOUTHSTATE ADVISORY, INC.
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