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Adil G Masood

FORTE CAPITAL LLC·ROCHESTER, New York
Unclaimed Profile
400 LINDEN OAKS, ROCHESTER, NY 14625CRD# 2758472Firm CRD# 109941
01

About

Adil G Masood is a registered financial advisor based in ROCHESTER, New York, affiliated with FORTE CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FORTE CAPITAL LLC
FORTE CAPITAL LLC
AUM
$1.3B
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at FORTE CAPITAL LLC →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2758472
Firm CRD# 109941
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adil G Masood offer?
Adil G Masood specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are Adil G Masood's credentials?
Adil G Masood is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adil G Masood located?
Adil G Masood is based in ROCHESTER, New York, working with FORTE CAPITAL LLC. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does Adil G Masood charge for services?
Adil G Masood's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTE CAPITAL LLC?
FORTE CAPITAL LLC has approximately 21 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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