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David William Henion

Forte Capital LLC

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About David William Henion

David Henion is an investment advisor representative with Forte Capital LLC. David Henion's firm provides financial planning, investment consulting services, educational seminars, and portfolio management for individuals. David Henion is registered in California, New York, and Texas.

Firm Information

David Henion is currently registered with Forte Capital LLC. Forte Capital LLC is an investment advisor registered with the SEC. The firm, headquartered in Rochester, NY, manages approximately $1.3 billion in assets for various client types, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They offer investment consulting services, financial planning, and educational seminars.
Forte Capital LLC

400 LINDEN OAKS

ROCHESTER, NY 14625

$1.28B

Assets Under Management

5

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting services

Investment consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Henion’s Registration & Firm History

NY

02/14/2003 - Present

Forte Capital LLC (ROCHESTER NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David William Henion.
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