Forteris Wealth Management

Trust Score 95%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Forteris Wealth Management, federally registered in 1993, is a Registered Investment Advisor (RIA) in 6 state(s) with a licensed staff of 1 advisors. Forteris Wealth Management manages $101.9 million and provides investment advisory services for 103 clients (1:103 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $989,421
Hybrid Advisor No
Disciplinary History No
Total AUM $101.9 million
Advisor / Client Ratio 1:103
Headquarters Armonk, NY
SEC Filings Forms and Brochures    (CRD # 108314)
State(s) Registered CO, CT, FL, NE, NJ, NY

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