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| Happy Holidays!! thanks for using AUM13F!! |
| Forte Advisory Services LLC
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| CRD # | 317854 |
| SEC # | 801-129483 |
| CIK # | |
| AUM | $44.3 M (2025-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 585-204-0001 |
| Address | 600 Fishers Station Drive Victor, NY 14564 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 5.4 |
| (b) Individuals (high net worth individuals) | 23 | 14.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 23.6 |
| (n) Other | 1 | 1.3 |
| Total | 114 | 44.3 |
| By Discretionary | ||
| Discretionary | 114 | 44.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 114 | 44.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 44.3 | |
| Total | 114 | 44.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summer Creek Wealth Management LLC
✚
|
0.0 | |
|
Corinthian Partners Asset Management LLC
✚
|
NY | 0.0 |
|
Southwestern Money Management LLC
✚
|
TX | 0.0 |
|
Mohawk Capital Advisors LLC
✚
|
0.0 | |
|
Taglich Brothers Inc
✚
|
NY | 0.0 |
|
Glassman Wealth Management LLC
✚
|
0.0 | |
|
New Amsterdam Wealth Planning
✚
|
NJ | 0.0 |
|
Investire LLC
✚
|
0.0 | |
|
Iconoclastic Capital Management LLC
✚
|
NY | 0.0 |
|
LT Advisors LLC
✚
|
NY | 0.0 |