Forte Capital LLC
Forte Capital LLC (CRD# 109941) is a financial advisory firm headquartered in Rochester, NY. They manage $658,595,627 in 2,082 accounts and serve the financial needs of clients across 12 states (or territories).
Total Assets Under Management659MILLION
Total Number of Accounts2,082ACCOUNTS
Average Account Value$316,328
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, GA, MA, NC, NH, NJ, NY, PA, SC, TX
David Henion (CRD# 4390559) is an Investment Advisor Representative working at Forte Capital LLC in Pittsford, NY and has 1 year of experience in the finance industry.