Forta Financial Group, Inc.
Forta Financial Group, Inc. (CRD# 28784) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $171,548,434 in 1,284 accounts and serve the financial needs of clients across 16 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management172MILLION
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Total Number of Accounts1,284ACCOUNTS
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Average Account Value$133,605
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, FL, MI, MN, MO, NC, NJ, NV, NY, OR, PA, TN, TX, WA
Financial Advisors at Forta Financial Group, Inc.
No Advisor Found.
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