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PIANO WEALTH MANAGEMENT
FORTE ADVISORY SERVICES,LLC
CRD 317854 · SEC 801-129483
600 FISHERS STATION DRIVE, VICTOR, NY, 14564, United States
Phone
(585) 204-0001
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.6M
Discretionary AUM
$50.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $4.8M |
| High net worth individuals | 26 | $20.3M |
| Corporations/business entities | 2 | $25.5M |
All web addresses on file
Official SEC filing: View on IAPD