Forteris Wealth Management, Inc.
Firm details
- Headquarters
- Armonk, New York
- CRD number
- 108314
- Registered since
- October 27, 1993
- Website
- forteriswealth.com
- Custodians
- TRADE-PMR INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.05%
- Individuals11.19%
- Pension & Profit Sharing Plans5.77%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Forteris Wealth Management, Inc. is an independent registered investment adviser that has been operating since 1993 and is owned by an individual. The firm serves both individuals and families as well as institutional clients. Its advisory services emphasize financial planning and portfolio management for individuals, small businesses, and institutions; it also offers pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Forteris does not report itself as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds17%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Brett Fry
Managing DirectorCRD 5859465
Jay Furst
Founding PrincipalCRD 1775883
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 37Active vs passive
$81.6M in ETFs
36%
$29.2M
64%
$52.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $8.9M | 172,682 | 10.94% |
Location
Armonk, NY
Westchester
Location
Armonk, NY
Headquartered in Armonk, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 200 Business Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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