FORTERIS WEALTH MANAGEMENT, INC.

ARMONK, New York·1 registered advisor·CRD# 108314
SEC# 801-446131914-696-5300
01

Firm Overview

AUM
$158M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FORTERIS WEALTH MANAGEMENT, INC.

1 registered advisor
Jay Warren Furst
ARMONK, New York
05

Office Locations

ARMONK, New York
1 advisor

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Data sourced from SEC Form ADV filings. FORTERIS WEALTH MANAGEMENT, INC. (CRD# 108314) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.