Forteris Wealth Management, Inc.
Forteris Wealth Management, Inc. (CRD# 108314) is a financial advisory firm headquartered in Armonk, NY. They manage $158,127,900 in 491 accounts and serve the financial needs of clients across 8 states (or territories).
Current Firm Details
Forteris Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management158MILLION
-
Total Number of Accounts491ACCOUNTS
-
Average Account Value$322,053
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, CT, FL, LA, NE, NJ, NY, TX
Financial Advisors at Forteris Wealth Management, Inc.
1
Brett Fry (CRD# 5859465) is an Investment Advisor Representative working at Forteris Wealth Management, Inc. in Dallas, TX and has over 10 years of experience in the finance industry.
2
Jay Furst (CRD# 1775883) is an Investment Advisor Representative working at Forteris Wealth Management, Inc. in Armonk, NY and has over 36 years of experience in the finance industry.
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