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 and has operated in the jurisdictions of Alabama, Arizona, California, and 30 other states.
Fortigent provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and providing advisory support services to other investment advisors. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fortigent, LLC is $2.06 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1037% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Fortigent, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Matthew Klaus Enyedi is high net worth individuals with 416 clients and $1.81 billion of assets under management. Among the 4 most similar advisory firms, Fortigent has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $2.06 billion for 975 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Fortigent doesn't advise any private funds.
The company employs 62 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Matthew Klaus Enyedi has been acting as President since 1 Sep 2014. George Burton White has served as the Chief Investment Officer since 1 Sep 2014 and Andrew Putterman is the Chief Executive Officer of Fortigent, LLC family office. Katherine Dailey Ring joined the executive team most recently as the Senior Vice President, Chief Compliance Officer, Advisory.
The principal office where Fortigent, LLC performs its advisory services is located at 1055 Lpl Way, Fort Mill, SC 29715, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-877-7210 or by fax 704-357-8501. The normal business hours are 8:30 am - 6:00 pm on Monday - Friday. You can find more information about the New York firm at fortigent.com.