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Forta Financial Group, Inc.
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Greenwood Village, Colorado
$118.9 million AUM
5 offices

Forta Financial Group, Inc. is based in Greenwood Village, Colorado and has $118.9 million in assets under management.

Location
5445 Dtc Parkway
Suite 1100
Greenwood Village, CO 80111
$118.9 million
AUM
24
Employees
AUM Share
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$118,865,921
Assets under management
965 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 1,000 $109,182,847 92% $109,183
Pension and profit sharing plans Fewer than 5 clients $9,683,074
Employees Share
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24
Employees
15
Investment analysts
62% of total employees
AUM per employee Share
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$118,865,921
Assets under management
$4,952,747
AUM per employee
$7,924,395
AUM per investment analyst
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Compensation

Forta Financial Group, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Forta Financial Group, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops
Business activities
  • Broker-dealer
  • Insurance broker or agent
Firm data Share
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CRD number 28,784
SEC number 801-113100
Legal structure Corporation
Legal governance California, United States
Latest ADV filing date February 18, 2020

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