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Forte Advisory Services,llc

● SEC registered since 2024CRD 317854SEC# 801-129483Victor, NY
Export (members)
Reg. AUM
$44.3M
Employees
1
Accounts
114
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 $44.3 million in regulatory assets under management and employs 1 people.
www.linkedin.com/in/david-piano-57745b49View on SEC.gov ↗

Forte Advisory Services,llc owners & executives

1 reported
NameTitleOwnershipSince
David James Piano ControlManaging Member & Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Forte Advisory Services,llc manage?

Forte Advisory Services,llc reports $44.3 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

Address600 Fishers Station Drive, Victor, NY 14564
Phone(585) 204-0001
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$44.3M
Non-discretionary$0
Total (RAUM)$44.3M