Forte Advisory Services,llc
● SEC registered since 2024CRD 317854SEC# 801-129483Victor, NY
Reg. AUM
$50.6M
Employees
1
Accounts
96
Location
Victor, NY
Forte Advisory Services,llc assets under management
Forte Advisory Services,llc operates as an SEC-registered investment adviser based in Victor, NY. The firm has been registered since 2024. It reports $50.6 million in regulatory assets under management and employs 1 people.
Forte Advisory Services,llc owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Piano Control | Managing Member & Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Forte Advisory Services,llc manage?
Forte Advisory Services,llc reports $50.6 million in regulatory assets under management on its Form ADV.
How many employees does Forte Advisory Services,llc have?
Forte Advisory Services,llc reports 1 employees.
Where is Forte Advisory Services,llc located?
Forte Advisory Services,llc is based in Victor, NY and has been SEC-registered since 2024.
Does Forte Advisory Services,llc disclose fund performance?
Forte Advisory Services,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 600 Fishers Station Drive, Victor, NY 14564 |
| Phone | (585) 204-0001 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$50.6M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$50.6Mregulatory AUM
Discretionary $50.6M