Forza Wealth Advisory Services LLC
RIASEC Registered
Total AUM
$957K
Discretionary
$0
0% of AUM
Avg account
$239K
Accounts
4
Employees
1
Advisory reps
1
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 operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services to individuals and small businesses. The firm is structured as a limited liability company and is owned by an individual. While not an active ESG investor, Forza Wealth Advisory Services emphasizes personalized financial strategies tailored to the unique needs of its clients.
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations