Forte Capital LLC

Forte Capital LLC (CRD# 109941) is a financial advisory firm headquartered in Rochester, NY. They manage $1,284,945,209 in 2,232 accounts and serve the financial needs of clients across 25 states (or territories).

Current Firm Details
400 Linden Oaks, Suite 310, Rochester, NY 14625
http://www.fortecapital.com
By the Numbers
  • Total Assets Under Management
    1,285
    MILLION
  • Total Number of Accounts
    2,232
    ACCOUNTS
  • Average Account Value
    $575,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, IL, MA, MD, MI, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WI

Financial Advisors at Forte Capital LLC
Showing 11 - 15 of 15 top financial advisors.
11
Dennis Lohouse, financial advisor Rochester NY
Dennis E. Lohouse
CRD#: 1824508
400 Linden Oaks, Suite 310, Rochester, NY 14625

Dennis Lohouse (CRD# 1824508) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has over 26 years of experience in the finance industry.

12
Adil Masood, financial advisor Rochester NY
Adil G. Masood
CRD#: 2758472
400 Linden Oaks, Suite 310, Rochester, NY 14625

Adil Masood (CRD# 2758472) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has over 27 years of experience in the finance industry.

13
Larry Rabinowitz, financial advisor Rochester NY
Larry H. Rabinowitz
CRD#: 2524397
400 Linden Oaks, Suite 310, Rochester, NY 14625

Larry Rabinowitz (CRD# 2524397) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has over 29 years of experience in the finance industry.

14
Edmond Sheidlower, financial advisor Rochester NY
Edmond D. Sheidlower
CRD#: 1929184
400 Linden Oaks, Suite 310, Rochester, NY 14625

Edmond Sheidlower (CRD# 1929184) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has 1 year of experience in the finance industry.

15
John Teegardin, financial advisor Rochester NY
John F. Teegardin
CRD#: 4360607
400 Linden Oaks, Suite 310, Rochester, NY 14625

John Teegardin (CRD# 4360607) is an Investment Advisor Representative working at Forte Capital LLC in Rochester, NY and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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