Fortrove Partners
RIASEC Registered
Total AUM
$5.8M
Discretionary
$5.8M
100% of AUM
Avg account
$639K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328536
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.95%
- Individuals19.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fortrove Partners is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars/workshops. Its fee model includes both asset-based fees and fixed fees. Fortrove identifies as an active ESG investor, which suggests environmental, social and governance factors play a role in manager and product selection.
Assets & Accounts
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
- Public Funds/Mutual Funds59%
- US Government Bonds33%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Joseph Forish
FounderCRD 7385604
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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