FORTIGENT, LLC

FORT MILL, South Carolina·4 registered advisors·CRD# 138164
SEC# 801-659310800-877-7210
01

Firm Overview

AUM
$3.5B
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: FEE BASED ON THE NUMBER OF CUSTODIAL ACCOUNTS RECONCILED
03

Specialties

Investment ManagementWealth Management
04

Advisors at FORTIGENT, LLC

4 registered advisors
Allison Marie Bevacqua
FORT MILL, South Carolina
Gary Bryan Carrai
FORT MILL, South Carolina
James Kennedy Mctintyre
ROCKVILLE, Maryland
Nathan Sonnenberg
ROCKVILLE, Maryland
05

Office Locations

FORT MILL, South Carolina
2 advisors
ROCKVILLE, Maryland
2 advisors

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Data sourced from SEC Form ADV filings. FORTIGENT, LLC (CRD# 138164) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.