James Fortescue (CRD# 2664841) is an Investment Advisor Representative working at Piton Investment Management, LP in Garden City, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 6381165
A.g.p / Alliance Global Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| U.s. Capital Wealth Advisors, LLC | Austin, TX | Jun 2018 - Current | 5 |
| Piton Investment Management LP | New York, NY | Jul 2015 - Current | 8 |
| Unemployed | Orangeburg, NY | Feb 2014 - Jul 2015 | 1 |
- NY
- TX
-
Total Assets Under Management920MILLIONS
-
Total Number of Accounts163ACCOUNTS
-
Average Account Value$5,646,542
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
NY, TX
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