Summary
Forteris Wealth Management
Founded in 1993
Description
Forteris is a fee-only wealth management firm with offices in NY and TX. We help individuals and families plan, save, and invest for their future goals.
Strengths
- There are no known strengths for Forteris Wealth Management
Weaknesses
- Forteris Wealth Management has a very small market share in their industry
- Revenue generated per employee is less than the industry average
- Since Forteris Wealth Management was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
Forteris Wealth Management's annual revenue
$1112000
Based on Kona Equity data
-
Revenue per employee
$278000
-
Annual revenue growth since founding
$35870
Employee Count
4 employees
Executives
Brett Fry
Certified Financial Planner
b**@forteriswealth.comJennifer Pezone
Administrative Assistant
j**@forteriswealth.comJay Furst
Founding Principal And Chief Compliance Officer
j**@forteriswealth.comG Score - 0
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
Location
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Key Information
- Name: Forteris Wealth Management
- Industry: Financial planner
- SIC: 62; 628
- NAICS: 52; 523
See similar companies
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By City Armonk Small Financial planner in Armonk Mid-size Financial planner in Armonk
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By State NY Small companies in NY Small Financial planner in NY Mid-size Financial planner in NY
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By Industry Financial planner Small Financial planner Mid-size Financial planner
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Firmographic data Founded in 1993 SIC: 62 SIC: 628 NAICS: 52 NAICS: 523 #Finance #Investment Banking
Frequently Asked Questions
Forteris Wealth Management's headquarters are located at 200 Business Park Dr Ste 211 STE 211 Armonk, NY 10504.
Forteris Wealth Management's official website is forteriswealth.com
Forteris Wealth Management's annual revenue is $1.1 M.
Forteris Wealth Management's SIC: 62; 628
Forteris Wealth Management's NAICS: 52; 523.
Forteris Wealth Management has 4 employees
