$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-31-2023
- Office Locations
- 1
Office Locations
-- NEW York NY
About Fortrove Partners
Fortrove Partners is a New York City–based, independent, fee-only RIA led by Joe Forish, CFA, CFP®. The firm provides financial planning, investment management, and tax planning focused on equity compensation and stock ownership—helping tech professionals, startup employees, and founders navigate RSUs, ISOs/NSOs, ESPPs, and liquidity events. Commission-free fiduciary advice with no minimum account size requirement.
Team overview
-- AVG AGE
$5.8M AVG AUM / ADVISOR
$522.7K AVG AUM / CLIENT
2.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Joseph Steven Forish
Chief Compliance Officer, FOUNDER
- CRD
- #7385604
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,750,064 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,750,064 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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