FORTIGENT, LLC

FORT MILL, South Carolina·2 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
2
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

2 registered advisors
Gary Bryan Carrai
FORT MILL, South Carolina
CFA
Nathan Sonnenberg
ROCKVILLE, Maryland
05

Office Locations

FORT MILL, South Carolina
1 advisor
ROCKVILLE, Maryland
1 advisor

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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.