Fortrove Partners
RIAState Registered
Total AUM
$7.7M
Discretionary
$7.7M
100% of AUM
Avg account
$480K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 328536
- Website
- fortrovepartners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.75%
- Individuals35.25%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fortrove Partners is an independent, New York–state registered LLC serving individual and family clients. The firm combines portfolio management with financial planning and runs educational seminars and pension-consulting work for small businesses. Its fee model mixes percentage-of-AUM billing with fixed fees. Fortrove identifies as an active ESG investor and focuses its advisory practice on private client needs rather than institutional mandates.
Assets & Accounts
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
- Public Funds/Mutual Funds59%
- US Government Bonds33%
- Exchange Traded Equities7%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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