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FORTERIS WEALTH MANAGEMENT, INC.

Tel: 914-696-5300
200 Business Park Drive
Suite 211
Armonk, New York  10504

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FORTERIS WEALTH MANAGEMENT, INC.

FORTERIS WEALTH MANAGEMENT, INC. is a Armonk, New York based financial advisory firm with nearly $158,127,900 in assets under management and provides investment advisory services for 491 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Other (FINANCIAL CONSULTING SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

108314

SEC#:

801-44613

No. of Clients:

491

Assets under Management

$158,127,900

No. of Advisors:

2

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