Be advised. This firm is no longer registered.

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
5445 Dtc Pkwy, Suite 1100, Greenwood Village, CO 80111
http://www.presidentialwm.com
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    1,284
    ACCOUNTS
  • 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
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.

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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