Forte Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 132969
- Registered since
- July 19, 2005
- Website
- www.forteassets.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.87%
- Corporations / Businesses9.31%
- Individuals2.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forte Asset Management, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (initial registration 2005) and charges fees as a percentage of assets under management. Its client base includes individuals and families as well as institutional clients, and its primary advisory services are financial planning and portfolio management for individuals and small businesses. Forte describes itself as an active ESG investor and cites a preference for equities in its asset mix.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities81%
- Non-Exchange Traded Equities12%
- State & Local Bonds6%
- US Government Bonds1%
Contacts
2 of 2
Timothy Low
PresidentCRD 2319826
Loriann Low
Investment Advisor RepresentativeCRD 2356546
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 67Active vs passive
$241M in ETFs
84%
$202M
12%
$39.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) | BlackRock | Passive | Foreign Large Blend | $13.1M | 137,463 | 5.42% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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