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Forteris Wealth Management, Inc.

● SEC registered since 1993CRD 108314SEC# 801-44613Armonk, NY
Export (members)
Reg. AUM
$179.6M
Employees
2
Accounts
500
Location
Armonk, NY

Forteris Wealth Management, Inc. assets under management

Forteris Wealth Management, Inc. operates as an SEC-registered investment adviser based in Armonk, NY. The firm has been registered since 1993. It reports $179.6 million in regulatory assets under management and employs 2 people.
www.linkedin.com/company/forteris-wealth-managementView on SEC.gov ↗

Forteris Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jay Warren Furst ControlFounding Principal And Chief Compliance OfficerOver 75%1993

Frequently asked questions

How much does Forteris Wealth Management, Inc. manage?

Forteris Wealth Management, Inc. reports $179.6 million in regulatory assets under management on its Form ADV.

How many employees does Forteris Wealth Management, Inc. have?

Forteris Wealth Management, Inc. reports 2 employees.

Where is Forteris Wealth Management, Inc. located?

Forteris Wealth Management, Inc. is based in Armonk, NY and has been SEC-registered since 1993.

Does Forteris Wealth Management, Inc. disclose fund performance?

Forteris Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 Business Park Drive, Suite 211, Armonk, NY 10504
Phone914-696-5300
Office hours8:00 a.m. -- 6:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$177M
Non-discretionary$2.6M
Total (RAUM)$179.6M