Forteris Wealth Management, Inc.
Firm details
- Headquarters
- Armonk, New York
- CRD number
- 108314
- Registered since
- October 27, 1993
- Website
- forteriswealth.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.05%
- Individuals11.19%
- Pension & Profit Sharing Plans5.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Forteris Wealth Management, Inc. is an independent registered investment adviser that has been SEC registered since 1993. The firm is owned by an individual and serves both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Forteris charges a mix of fees — a percentage of assets under management, hourly fees, and fixed fees — and does not identify as an active ESG investor. The firm’s stated asset preference is equities.
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 Equities71%
- Public Funds/Mutual Funds17%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Jay Furst
Founding PrincipalCRD 1775883
Brett Fry
Managing DirectorCRD 5859465
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$80.6M in ETFs
36%
$28.8M
63%
$51.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $9.1M | 174,371 | 11.33% |
Location
Armonk, NY
Westchester
Location
Armonk, NY
Headquartered in Armonk, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 200 Business Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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