|
⚲
|
| Keyboard |
| Forte Advisory Services LLC
✚
|
|
|---|---|
| CRD # | 317854 |
| SEC # | 801-129483 |
| CIK # | |
| AUM | 50.6 M (2026-03-23) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 21 | 4.8 |
| (b) Individuals (high net worth individuals) | 26 | 20.3 |
| (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 | 25.5 |
| (n) Other | 0 | 0.0 |
| Total | 96 | 50.6 |
| By Discretionary | ||
| Discretionary | 96 | 50.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 96 | 50.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 50.6 | |
| Total | 96 | 50.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Parkside Family Office LLC
✚
|
52.4 M | |
|
Legado Wealth Management LLC
✚
|
NY | 51.0 M |
|
Summer Creek Wealth Management LLC
✚
|
50.8 M | |
|
Sabbia Faro Wealth Management LLC
✚
|
50.6 M | |
|
Personal Asset Strategies Inc
✚
|
NY | 50.6 M |
|
DV Capital Management LLC
✚
|
50.0 M | |
|
Webull Advisors LLC
✚
|
FL | 48.9 M |
|
Swarthmore Asset Management Ltd
✚
|
NY | 48.6 M |
|
Marathon Financial Strategies
✚
|
48.5 M | |
|
Brandon Hill Wealth Management LLC
✚
|
48.4 M |