FORTE CAPITAL LLC

ROCHESTER, New York·7 registered advisors·CRD# 109941
SEC# 801-558176585-586-8100
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
21
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FORTE CAPITAL LLC

7 registered advisors
Adil G Masood
ROCHESTER, New York
Ajit Deshpande
ROCHESTER, New York
Ann Elizabeth Walker
ROCHESTER, New York
David William Henion
ROCHESTER, New York
Dennis Elmer Lohouse
ROCHESTER, New York
Edmond David Sheidlower
ROCHESTER, New York
Richard Brent Nathan
ROCHESTER, New York
05

Office Locations

ROCHESTER, New York
7 advisors

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Data sourced from SEC Form ADV filings. FORTE CAPITAL LLC (CRD# 109941) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.