Company Overview
- Headquarters
- 5445 DTC Parkway Suite 1100, Greenwood Village CO
- Website
- presidentialwm.com
- Phone
- (303) 694-1600
- Employees
- 22
- Founded in
- 1991
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$7B
Who is Forta Financial Group IncFormerly Presidential Brokerage
Forta Financial Group Inc., formerly Presidential Brokerage, is a company based in Greenwood Village, Colorado. The company employs 22 people and generates an annual revenue of $7.4 million. Presidential Wealth Management offers financial advisory services to individuals, families, and business owners. Their advisors specialize in creating customized wealth management programs and retirement plans, taking into account each client's unique financial situation, goals, and values. They aim to provide personalized and caring guidance, helping clients navigate complex financial issues with clarity and confidence. Presidential Wealth Management differentiates itself through its commitment to client education and community involvement. They offer free, no-obligation workshops to demystify financial concepts and empower individuals and businesses with financial knowledge. For inquiries or to learn more about their services, contact Cory Davern at 303-694-1600 or [email protected]. Additional information is available on their website: presidentialwm.com.
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
7M | 61 | Wall, NJ | 1982 | |
7M | 7 | Northfield, IL | 1976 | |
7M | 37 | Chicago Heights, IL | 1936 | |
7M | 5 | Red Oak, IA | ||
7M | 39 | Towson, MD | 1983 |