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FORT ADVISORS INC
7701 San Felipe Blvd.
Suite 100
Austin, Texas 78729
Tel: 512-433-6492
About FORT ADVISORS INC
FORT ADVISORS INC, formally registered with the SEC as FORT ADVISORS INC. The firm was established in 07/13/2023. They have over 6 offices throughout the country.
FORT ADVISORS INC is a Austin, Texas based Financial Planning firm with nearly $111,399,766 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 299243 |
| SEC# | 801-128317 |
| Assets Managed by Firm | $111,399,766 |
| No. of Clients | 600 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (PRIVATE INVESTMENT DUE DILIGENCE)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 600 | $111,399,766 |
| Individuals (other than high net worth individuals) | 361 | $47,901,900 |
| High net worth individuals | 64 | $63,497,866 |
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