FORTIGENT, LLC
Fortigent, LLC is a company that was acquired by LPL Financial in 2012 .
FORTIGENT, LLC
Social Links:
Founded:
1994-01-01
Status:
Closed
Contact:
(800) 558-7567
Technology used in webpage:
IPhone / Mobile Compatible SPF SSL By Default Google Font API Google Analytics Domain Not Resolving Apache Amazon Microsoft Azure DNS Cloudflare
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Fortigent - LPL Financial
A wealth management platform for financial professionals targeting high-net-worth families. Services include a comprehensive investment platform with particular expertise in alternative investments, managed model portfolios, multi-custodial …See details»
Fortigent - Wikipedia
Fortigent, LLC began in 1994 when Jamie McIntyre and Steve Lockshin collaborated to create CMS Financial Services, a wealth management, consulting and performance reporting firm based in Rockville, Maryland. CMS Financial Solutions focused on implementing absolute return and hedge fund strategies as a means of diversifying portfolios, and quickly became one of the largest independent consultants in equity risk management. Continuing with this unique approach to we…See details»
Fortigent, LLC - Crunchbase Company Profile & Funding
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Fortigent - Company Profile - Tracxn
Oct 21, 2024 Fortigent - Outsourced wealth management platform for Advisors targeting High Net Worth families.. Acquired by LPL Financial. Raised a total funding of $1.15M over 1 round. …See details»
LPL Financial to Acquire Fortigent, LLC
Nation's largest independent broker-dealer*, today announced the intent of its parent company to acquire Fortigent, LLC ("Fortigent"), a leading provider of high-net-worth solutions and …See details»
FORTIGENT, LLC | Form ADV - Radient
Fortigent, LLC is a wealth management solutions provider that offers investment research, consulting, portfolio accounting, database, data processing and support services to financial …See details»
Fortigent, LLC Overview | SignalHire Company Profile
Fortigent, LLC is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Boston, Massachusetts, USA ... Organization Website: …See details»
Fortigent LLC - Company Profile and News - Bloomberg Markets
Fortigent, LLC provides investment advisory services. The Company offers investment research, consulting, portfolio accounting, database, data processing, and support services. Fortigent …See details»
Fortigent - Products, Competitors, Financials, Employees, …
May 15, 2015 Prior to that, Mr. Welch was a co-founder of Fortigent LLC where he worked as an Executive Vice President and Chief Investment Officer from 1998-2014. At Fortigent, Mr. …See details»
Fortigent, LLC - Tech Stack, Apps, Patents & Trademarks
Fortigent, LLC is a company that was acquired by LPL Financial in 2012 .See details»
FORTIGENT, LLC - Hedge Fund Database
Fortigent, founded in November 2006, is owned by Fortigent Holdings Company, Inc. which is indirectly owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). ... The Overlay Managers …See details»
Fortigent, LLC - Contacts, Employees, Board Members
Fortigent, LLC is a company that was acquired by LPL Financial in 2012 .See details»
Fortigent, LLC - Company Profile & Staff Directory - ContactOut
Fortigent, LLC provides wealth management solutions and consulting services to independent advisors, banks and trust companies, and break-away brokers who require a comprehensive …See details»
Fortigent Company Profile 2024: Valuation, Funding & Investors
Fortigent General Information Description. Provider of wealth management solutions and consulting services. The company provides wealth management and consulting services to …See details»
Fortigent, LLC (Fort Mill) | Adviser Rankings - wallmine
Fortigent, LLC is a large advisory firm based in Fort Mill. It manages $2.06 billion of regulatory assets for 975 client accounts. It has been registered with the SEC as an adviser since 2006 …See details»
Fortigent Welcomes Pathstone Family Office - PR Newswire
Jun 7, 2010 /PRNewswire/ -- Fortigent, LLC, ... Atlanta and New Jersey, is an independent, family and employee owned integrated wealth management organization. With decades of …See details»
FORTIGENT, LLC :: Maryland (US) - OpenCorporates
Sep 19, 2006 Free and open company data on Maryland (US) company FORTIGENT, LLC (company number W11513397), SUITE 500, 2600 TOWER OAKS BLVD., ROCKVILLE, MD, …See details»
What investment services and advice can you provide me? - LPL …
Fortigent, LLC (referred to as “we,” “us,” “our,” or “Fortigent”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. We offer investment advisory …See details»
FORTIGENT, LLC Employer Identification Number EIN
Information about FORTIGENT, LLC's IRS EIN. Employer Identification Number 20-5967486 FORTIGENT, LLC is a USA domiciled entity or foreign entity operating in the USA. ...See details»
EIN 20-5967486 - Fortigent, Llc, Rockville, Maryland - EIN TaxId
Fortigent, Llc is an employer located at Rockville, Maryland. The employer identification number (EIN) for Fortigent, Llc is 205967486. EIN for organizations is sometimes also referred to as …See details»