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FORTE ASSET MANAGEMENT, LLC
CRD 132969 · SEC 801-64405
CA, United States
Phone
917-868-9104
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$315.2M
Discretionary AUM
$315.2M
Team
2 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $7.7M |
| High net worth individuals | 33 | $276.5M |
| Corporations/business entities | 3 | $31.1M |
States served
CA, MI, NY, FL
All web addresses on file
Official SEC filing: View on IAPD