Fortigent, LLC

Fortigent, LLC (CRD# 138164) is a financial advisory firm headquartered in Charlotte, NC. They manage $2,176,083,698 in 2,138 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,176
    MILLION
  • Total Number of Accounts
    2,138
    ACCOUNTS
  • Average Account Value
    $1,017,813
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MN, MO, MS, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Fortigent, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew F. Ayres
CRD#: 4692425
2600 Tower Oaks Blvd., Suite 300, Rockville, MD 20852
93
Wealthminder
score

Andrew Ayres (CRD# 4692425) is an Investment Advisor Representative working at Fortigent, LLC in Rockville, MD and has over 7 years of experience in the finance industry.

2
Gary B. Carrai
CRD#: 4475696
2600 Tower Oaks Blvd., Suite 300, Rockville, MD 20852
93
Wealthminder
score

Gary Carrai (CRD# 4475696) is an Investment Advisor Representative working at Fortigent, LLC in Rockville, MD and has over 14 years of experience in the finance industry.

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