|
⚲
|
| Forteris Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 108314 |
| SEC # | 801-44613 |
| CIK # | |
| AUM | $138.5 MM (2023-03-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 914-696-5300 |
| Address | 200 Business Park Drive Armonk, NY 10504 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 70 | 17.9 |
| (b) Individuals (high net worth individuals) | 71 | 114.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 6.6 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 464 | 138.5 |
| By Discretionary | ||
| Discretionary | 459 | 137.8 |
| Non-Discretionary | 5 | 0.8 |
| Total | 464 | 138.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 138.2 | |
| Total | 464 | 138.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TTG Financial Inc
✚
|
OH | 0.1 |
|
Spring Capital Management LLC
✚
|
TX | 0.1 |
|
George M Hiller Companies LLC
✚
|
GA | 0.1 |
|
Newbury Capital Management LLC
✚
|
CA | 0.1 |
|
Foster & Wood Inc
✚
|
OR | 0.1 |
|
Calvary Wealth LLC
✚
|
GA | 0.1 |
|
Bancolombia Capital Advisers LLC
✚
|
FL | 0.1 |
|
Avantra Family Wealth LLC
✚
|
PA | 0.1 |
|
Clemson-Eps Advisors LLC
✚
|
SC | 0.1 |
|
Aspire Wealth Management LLC
✚
|
KS | 0.1 |