FORTE CAPITAL LLC is a Rochester, New York based financial advisory firm with nearly $1,449,283,991 in assets under management and provides investment advisory services for 2304 clients. There are currently 19 financial advisors at the firm.
General Information |
| Firm CRD#: | 109941 | |
| SEC#: | 801-55817 | |
| Assets under Management: | $1,449,283,991 | |
| No. of Clients: | 2304 | |
| No. of Advisors: | 19 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Educational seminars/workshops | |
| Fee Structure: | A percentage of AUM, Hourly charges, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| OPPENHEIMER ASSET MANAGEMENT | 105559 | 801-31427 | 44669 | 134 | $19,882,272,864 |
| MILLER HOWARD INVESTMENTS INC | 105800 | 801-28170 | 2075 | 32 | $3,043,643,380 |
| SIGNATURE SECURITIES GROUP CORP. | 104233 | 801-67767 | 1964 | 42 | $1,095,258,974 |
| GAMCO ASSET MANAGEMENT INC. | 104950 | 801-14132 | 1800 | 99 | $12,720,342,295 |
| BECK, MACK & OLIVER LLC | 105466 | 801-482 | 1244 | 20 | $4,750,619,302 |
| GAGNON SECURITIES, LLC | 103727 | 801-64836 | 1192 | 23 | $710,114,755 |
| GRIFFIN ASSET MANAGEMENT, LLC | 104548 | 801-7495 | 661 | 10 | $945,320,067 |
| TIMECAPITAL INVESTOR ADVISORY SERVICES INC | 105672 | 801-11732 | 562 | 2 | $230,753,052 |
| SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC | 105820 | 801-15834 | 407 | 305 | $173,373,000,000 |
| HEROLD ADVISORS, INC. | 105090 | 801-11216 | 315 | 7 | $376,020,301 |
| GEOVEST ADVISORS INC | 105906 | 801-31544 | 259 | 6 | $112,171,748 |
| GREENHAVEN ASSOCIATES INC | 104729 | 801-31678 | 233 | 6 | $8,648,926,678 |
| BNP PARIBAS ASSET MANAGEMENT USA, INC. | 105455 | 801-10577 | 90 | 115 | $53,025,531,558 |
| VAN ECK ASSOCIATES CORP. | 105080 | 801-21340 | 85 | 211 | $68,402,533,420 |
| GABELLI FUNDS, LLC | 104949 | 801-37706 | 45 | 59 | $22,610,817,368 |
| CAPITAL MANAGEMENT ASSOCIATES INC | 104783 | 801-17691 | 42 | 9 | $136,383,933 |