Forteris Wealth Management Management Team
Summary
Forteris Wealth Management is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at Armonk, New York, USA. The number of employees ranges from 25 to 100. The annual revenue of Forteris Wealth Management varies between 5.0M and 25M. To connect with Forteris Wealth Management employee register on SignalHire.
Organization Website | forteriswealth.com |
Social Links |   |
Phone Number | 914-696-5300 |
Industries | |
Headquarters Location | 200 Business Park Dr, Armonk, NY, 10504 US |
Employees Size | 1-10 employees |
Specialties | Certified Financial Planners, Fee Only Wealth Management Firm, Personalized Financial Planning, SEC Registered Advisory Firm, Member National Association of Personal Financial Advisors, Fee Only Financial Planners, Fee Only Financial Advisors |
SIC Code | 6199 |
DMA Code | New York Metropolitan Area |
Founded | 1993 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1999 | - | 1 - 25 | < 1M | $0 | |
| 1981 | - | 1 - 25 | 10M | $0 | |
| 2002 | - | 1-10 | < 1M | $0 | |
| 1986 | Partnership | 1-10 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Forteris Wealth Management shows a diverse range of experience levels:
17% have been with the company for less than 1 year17% for 1–2 years17% for 3–4 years17% for 5–7 years33% have over 11 years of service at Forteris Wealth Management
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