Forte Asset Management, LLC
Forte Asset Management, LLC is an SEC-registered ria with $315.2M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Forte Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132969, SEC 801-64405, data through 2026-03-01.
- AUM (assets under management / regulatory AUM)
- $315.2M (2026-03-01)
- Firm type
- Ria
- Employees
- 2
- Clients
- 60
- CRD
- 132969
- Ownership
- KANTER, AARON; TEAS, CHRISTOPHER, JOHN; LOW, TIMOTHY, IRELAND; DEYONKER, JASON; FOLEY, RYAN, GERARD
How much AUM does Forte Asset Management, LLC have?
Forte Asset Management, LLC reported $315.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-01).
Who owns Forte Asset Management, LLC?
Disclosed owners and executives of Forte Asset Management, LLC include KANTER, AARON, TEAS, CHRISTOPHER, JOHN, LOW, TIMOTHY, IRELAND, DEYONKER, JASON, FOLEY, RYAN, GERARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.