Forte Capital LLC

EST. AUM
$1,452,382,644

CONTACTS
8

CLIENT ACCOUNTS
2,180

Firm Details

Metro area Rochester
CRD Number 109941
Website fortecapital.com
Client types

Overview

Forte Capital LLC is a Rochester, New York-based registered investment advisory firm specializing in personalized wealth management solutions for individuals, families, and institutions. Established in 1996, the firm has built a reputation for delivering customized financial strategies that align with clients' unique goals and life circumstances. Forte Capital offers a comprehensive suite of services, including financial planning, portfolio management, and investment consulting, all tailored to meet the specific needs of each client.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Forte Capital LLC

Platform Details

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