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
- HNWI87.7%
- Corporations / Businesses9.86%
- Individuals2.44%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forte Asset Management, LLC is an SEC‑registered limited liability company that provides fee‑based wealth management and financial planning. Registered in 2005, the adviser focuses on individual and family clients alongside institutional relationships, and advertises portfolio management for individuals and small businesses. Its pricing is a percentage of assets under management. Forte identifies as an active ESG investor and maintains industry ties with broker‑dealers, other advisers, insurance firms, and real estate brokers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
1 of 1
Ryan Foley
Chief Legal OfficerCRD 7383937
Contacts
3 of 5Seth Ashby
SecretaryCRD 8228406
Shawn Pelsinger
PresidentCRD 8228388
Kent Snyder
Vice President of FinanceCRD 8012760
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$234M in ETFs
77%
$180M
21%
$53.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF (ICSH) | BlackRock | Active | Ultrashort Bond | $13.6M | 269,630 | 5.84% |
Location
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Location
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Headquartered in , null.
- Office locations
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