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Nathan Sonnenberg

FORTIGENT, LLC·ROCKVILLE, Maryland
Clean recordFORTIGENT, LLC
2600 TOWER OAKS BOULEVARD, ROCKVILLE, MD 20852CRD# 4586269Firm CRD# 138164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Sonnenberg · ROCKVILLE, MD
Registration
CRD #4586269 · FORTIGENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Nathan Sonnenberg is a registered financial advisor based in ROCKVILLE, Maryland, affiliated with FORTIGENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FORTIGENT, LLC
FORTIGENT, LLC
AUM
$3.5B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at FORTIGENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED
Regulatory
SEC/IARD CRD# 4586269
Firm CRD# 138164
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nathan Sonnenberg offer?
Nathan Sonnenberg specializes in Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.
What are Nathan Sonnenberg's credentials?
Nathan Sonnenberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Sonnenberg located?
Nathan Sonnenberg is based in ROCKVILLE, Maryland, working with FORTIGENT, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.
How does Nathan Sonnenberg charge for services?
Nathan Sonnenberg's firm is compensated through percentage of aum, subscription fees, other: fee based on the number of custodial accounts reconciled. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTIGENT, LLC?
FORTIGENT, LLC has approximately 10 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FORTIGENT, LLC

Gary Bryan Carrai
FORT MILL, SC
Allison Marie Bevacqua
FORT MILL, SC
James Kennedy Mctintyre
ROCKVILLE, MD

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Research
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