FORTA FINANCIAL GROUP, INC.

GREENWOOD VILLAGE, Colorado·5 registered advisors·CRD# 28784
SEC# 801-1131004303-694-1600
01

Firm Overview

AUM
$172M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FORTA FINANCIAL GROUP, INC.

5 registered advisors
Daniel George Lempe
GREENWOOD VILLAGE, Colorado
Dean Anthony Vernoia
GREENWOOD VILLAGE, Colorado
John Albert Dupriest
GREENWOOD VILLAGE, Colorado
Michael Wayne Speer
GREENWOOD VILLAGE, Colorado
Michele George Savarese
GREENWOOD VILLAGE, Colorado
05

Office Locations

GREENWOOD VILLAGE, Colorado
5 advisors

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Data sourced from SEC Form ADV filings. FORTA FINANCIAL GROUP, INC. (CRD# 28784) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.