Forza Wealth Advisory Services LLC
Firm details
- Headquarters
- ,
- CRD number
- 283348
- Custodians
- ALTRUIST FINANCIAL LLC, SHAREHOLDERS SERVICE GROUP, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Forza Wealth Advisory Services LLC is an independent, individually owned registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm bills clients on a percentage-of-assets-under-management basis and also offers hourly advisory work. It is not set up as a capital allocator and does not describe itself as an ESG-focused manager. Current operations appear limited in scope rather than national — the adviser is not listed as a multi-state or pension consultant and has no related adviser affiliations noted.
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
- Public Funds/Mutual Funds65%
- Exchange Traded Equities35%
Contacts
1 of 1
Joseph Pecoraro
Wealth AdvisorCRD 6643629
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations