Forte Financial, LLC

Registered In: North Carolina
Incorporation Date: 05/20/2022
Registration Type: Foreign
Foreign Jurisdiction: Connecticut
Company Type: Limited Liability Company
Status: Current-Active
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Northwest Registered Agent Service, Inc. Registered Agent	4030 Wake Forest Road, Ste 349 Raleigh, NC 27609
James Forte Managing Member	96 DANBURY RD, RIDGEFIELD, CT 06877

96 DANBURY RD, RIDGEFIELD, CT 06877 View Map
4030 Wake Forest Road, Ste 349 Raleigh, NC 27609 (Mailing) View Map

Financial Information for Forte Financial, LLC

Form 5500

96 Danbury Road, Ridgefield, Ct 06877 (203) 942-6860 EIN:84-1913234 Plan Admin:James Forte

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFORTE FINANCIAL, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$325,556 / $347,741	2023	FORTE FINANCIAL, LLC CASH BALANCE PLAN - Plan #001	4 / 4	$325,556 / $347,741
2023	Plan NameFORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN Plan #002 Participants BOY/EOY5 / 7 Assets BOY/EOY$104,278 / $194,707	2023	FORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN - Plan #002	5 / 7	$104,278 / $194,707
2022	Plan NameFORTE FINANCIAL, LLC CASH BALANCE PLAN Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$297,235 / $325,556	2022	FORTE FINANCIAL, LLC CASH BALANCE PLAN - Plan #001	4 / 4	$297,235 / $325,556
2022	Plan NameFORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$42,374 / $104,278	2022	FORTE FINANCIAL, LLC INCENTIVE SAVINGS PLAN - Plan #002	5 / 5	$42,374 / $104,278

Benefit & Retirement Plans based on Form 5500.

PPP Loans

FORTE FINANCIAL, LLC

96 Danbury Rd, Ridgefield, Ct 06877 Industry:Mortgage and Nonmortgage Loan Brokers

Loan Date	Approved	Forgiven	Lender	Jobs
04/29/2020	Approved$20,832 Forgiven$21,023 LenderManufacturers and Traders Trust Company Jobs1	04/29/2020	$20,832	$21,023	Manufacturers and Traders Trust Company	1

PPP Loans based on Paycheck Protection Program.

Related Business Names:

Financial Forte LLC Registered in New Jersey		View Report
Forte Financial LLC Registered in New Jersey		View Report
Forte Financial Professionals LLC Registered in New Jersey		View Report
Forte Financial Services, LLC Registered in New York	Malverne, NY	View Report
Forte Financial, LLC Registered in Michigan	Birmingham, MI	View Report
Forte Financial, LLC Registered in New York	Ridgefield, CT	View Report
Forte Financial Firm, LLC Registered in California	Signal Hill, CA	View Report
Forte Financial Mortgage Group, LLC Registered in Pennsylvania		View Report
Forte Financial, LLC Registered in Massachusetts	Pinefield, MA Ridgefield, CT	View Report
Forte Financial, LLC Registered in Connecticut	Ridgefield, CT	View Report
Forte Financial, LLC Registered in Tennessee	Memphis, TN Ridgefield, CT	View Report
Forte Financial, LLC Registered in Florida	Ridgefield, CT Tamarac, FL	View Report
Maison Forte Financial LLC Registered in Oregon	Lake Oswego, OR	View Report
Forte Financial Group, LLC Registered in Utah	Payson, UT	View Report
Forte Financial Group LLC Registered in Washington	Vancouver, WA	View Report
Forte Financial Group LLC Registered in Colorado	Littleton, CO Orinda, CA	View Report
Forte Financial LLC Registered in Florida	Plant City, FL	View Report
The Forte Financial Estate, LLC Registered in Florida	Southwest Ranches, FL	View Report

Address Match:96 Danbury Rd Ridgefield, CT

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Address Match:4030 Wake Forest Rd Raleigh, NC

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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration

Forte Financial, LLC

Company Summary

Financial Information for Forte Financial, LLC

FORTE FINANCIAL, LLC

FORTE FINANCIAL, LLC