FORTIGENT, LLC
CRD #138164 SEC #801-65931 FORT MILL, SC 800-877-7210
SEC Registered
Total AUM
$3.5B
Discretionary
$3.5B
Employees
10
Clients
0
Accounts
922
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2023 | $3.5B | $3.5B | $0 | 10 | 0 |
| Mar 2023 | $3.5B | $3.5B | $0 | 10 | 0 |
| Dec 2022 | $3.8B | $3.8B | $0 | 10 | 0 |
| Aug 2022 | $3.8B | $3.8B | $0 | 10 | 0 |
| Mar 2022 | $3.8B | $3.8B | $0 | 10 | 0 |
| Mar 2022 | $2.1B | $2.1B | $0 | 10 | 0 |
| Apr 2021 | $2.1B | $2.1B | $0 | 10 | 0 |
| Apr 2021 | $2.1B | $2.1B | $0 | 10 | 0 |
| Sep 2020 | $2.3B | $2.3B | $0 | 37 | 0 |
| Jun 2020 | $2.3B | $2.3B | $0 | 37 | 0 |
| Mar 2020 | $2.3B | $2.3B | $0 | 37 | 0 |
| Sep 2019 | $2.1B | $2.1B | $0 | 62 | 0 |
| Aug 2019 | $2.1B | $2.1B | $0 | 62 | 0 |
| Mar 2019 | $2.1B | $2.1B | $0 | 62 | 0 |
| Nov 2018 | $2.1B | $2.1B | $0 | 35 | 0 |
| Nov 2018 | $2.1B | $2.1B | $0 | 35 | 0 |
| Jun 2018 | $2.1B | $2.1B | $0 | 35 | 0 |
| Mar 2018 | $2.1B | $2.1B | $0 | 35 | 0 |
| Aug 2017 | $2.1B | $1.7B | $341.4M | 28 | 1,700 |
| Aug 2017 | $2.1B | $1.7B | $341.4M | 28 | 1,700 |
| Jul 2017 | $2.1B | $1.7B | $341.4M | 28 | 1,700 |
| Apr 2017 | $2.1B | $1.7B | $341.4M | 28 | 1,700 |
| Mar 2017 | $2.1B | $1.7B | $341.4M | 28 | 1,700 |
| Jan 2017 | $2.2B | $1.8B | $363.6M | 26 | 2,300 |
| Nov 2016 | $2.2B | $1.8B | $363.6M | 26 | 2,300 |
| Oct 2016 | $2.2B | $1.8B | $363.6M | 26 | 2,300 |
| Mar 2016 | $2.2B | $1.8B | $363.6M | 26 | 2,300 |
| Jan 2016 | $2.2B | $1.9B | $360M | 129 | 2,000 |
| Sep 2015 | $2.2B | $1.9B | $360M | 129 | 2,000 |
| Jun 2015 | $2.2B | $1.9B | $360M | 129 | 2,000 |
| May 2015 | $2.2B | $1.9B | $360M | 129 | 2,000 |
| Apr 2015 | $2.2B | $1.9B | $360M | 129 | 2,000 |
| Mar 2015 | $2.2B | $1.9B | $360M | 129 | 2,000 |
| Nov 2014 | $2B | $1.6B | $337.1M | 115 | 1,300 |
| Oct 2014 | $2B | $1.6B | $337.1M | 115 | 1,300 |
| May 2014 | $2B | $1.6B | $337.1M | 115 | 1,300 |
| May 2014 | $2B | $1.6B | $337.1M | 115 | 1,300 |
| Apr 2014 | $2B | $1.6B | $337.1M | 115 | 1,300 |
| Dec 2013 | $980.2M | $785.7M | $194.6M | 115 | 300 |
| Oct 2013 | $980.2M | $785.7M | $194.6M | 115 | 300 |
| Sep 2013 | $980.2M | $785.7M | $194.6M | 115 | 300 |
| Aug 2013 | $980.2M | $785.7M | $194.6M | 115 | 300 |
| Apr 2013 | $980.2M | $785.7M | $194.6M | 115 | 300 |
| Mar 2013 | $980.2M | $785.7M | $194.6M | 115 | 300 |
| Sep 2012 | $807.7M | $807.7M | $0 | 51 | 300 |
| Aug 2012 | $807.7M | $807.7M | $0 | 51 | 300 |
| Jul 2012 | $807.7M | $807.7M | $0 | 51 | 300 |
| Jun 2012 | $807.7M | $807.7M | $0 | 51 | 300 |
| Jun 2012 | $807.7M | $807.7M | $0 | 51 | 300 |
| Mar 2012 | $807.7M | $807.7M | $0 | 51 | 300 |
| Jan 2012 | $525.5M | $525.5M | $0 | 51 | 300 |
| Dec 2011 | $525.5M | $525.5M | $0 | 51 | 251 |
| Mar 2011 | $525.5M | $525.5M | $0 | 51 | -- |
| Sep 2010 | $355M | $355M | $0 | 51 | -- |
| May 2010 | $291.9M | $291.9M | $0 | 51 | -- |
| Apr 2010 | $291.9M | $291.9M | $0 | 51 | -- |
| Apr 2010 | $291.9M | $291.9M | $0 | 51 | -- |
| Mar 2009 | $180M | $180M | $0 | 51 | -- |
| Sep 2007 | $265M | $265M | $0 | 51 | -- |
| Sep 2007 | $265M | $265M | $0 | 51 | -- |
| May 2007 | $181M | $181M | $0 | 51 | -- |
| Mar 2007 | $181M | $181M | $0 | 51 | -- |
DateNov 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$0
Employees10
Clients0
DateDec 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees10
Clients0
DateAug 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees10
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees10
Clients0
DateApr 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees10
Clients0
DateApr 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees10
Clients0
DateSep 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees37
Clients0
DateJun 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees37
Clients0
DateMar 2020
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees37
Clients0
DateSep 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees62
Clients0
DateAug 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees62
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees62
Clients0
DateNov 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees35
Clients0
DateNov 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees35
Clients0
DateJun 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees35
Clients0
DateMar 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees35
Clients0
DateAug 2017
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$341.4M
Employees28
Clients1,700
DateAug 2017
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$341.4M
Employees28
Clients1,700
DateJul 2017
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$341.4M
Employees28
Clients1,700
DateApr 2017
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$341.4M
Employees28
Clients1,700
DateMar 2017
Total AUM$2.1B
Discretionary$1.7B
Non-Disc.$341.4M
Employees28
Clients1,700
DateJan 2017
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$363.6M
Employees26
Clients2,300
DateNov 2016
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$363.6M
Employees26
Clients2,300
DateOct 2016
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$363.6M
Employees26
Clients2,300
DateMar 2016
Total AUM$2.2B
Discretionary$1.8B
Non-Disc.$363.6M
Employees26
Clients2,300
DateJan 2016
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$360M
Employees129
Clients2,000
DateSep 2015
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$360M
Employees129
Clients2,000
DateJun 2015
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$360M
Employees129
Clients2,000
DateMay 2015
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$360M
Employees129
Clients2,000
DateApr 2015
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$360M
Employees129
Clients2,000
DateMar 2015
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$360M
Employees129
Clients2,000
DateNov 2014
Total AUM$2B
Discretionary$1.6B
Non-Disc.$337.1M
Employees115
Clients1,300
DateOct 2014
Total AUM$2B
Discretionary$1.6B
Non-Disc.$337.1M
Employees115
Clients1,300
DateMay 2014
Total AUM$2B
Discretionary$1.6B
Non-Disc.$337.1M
Employees115
Clients1,300
DateMay 2014
Total AUM$2B
Discretionary$1.6B
Non-Disc.$337.1M
Employees115
Clients1,300
DateApr 2014
Total AUM$2B
Discretionary$1.6B
Non-Disc.$337.1M
Employees115
Clients1,300
DateDec 2013
Total AUM$980.2M
Discretionary$785.7M
Non-Disc.$194.6M
Employees115
Clients300
DateOct 2013
Total AUM$980.2M
Discretionary$785.7M
Non-Disc.$194.6M
Employees115
Clients300
DateSep 2013
Total AUM$980.2M
Discretionary$785.7M
Non-Disc.$194.6M
Employees115
Clients300
DateAug 2013
Total AUM$980.2M
Discretionary$785.7M
Non-Disc.$194.6M
Employees115
Clients300
DateApr 2013
Total AUM$980.2M
Discretionary$785.7M
Non-Disc.$194.6M
Employees115
Clients300
DateMar 2013
Total AUM$980.2M
Discretionary$785.7M
Non-Disc.$194.6M
Employees115
Clients300
DateSep 2012
Total AUM$807.7M
Discretionary$807.7M
Non-Disc.$0
Employees51
Clients300
DateAug 2012
Total AUM$807.7M
Discretionary$807.7M
Non-Disc.$0
Employees51
Clients300
DateJul 2012
Total AUM$807.7M
Discretionary$807.7M
Non-Disc.$0
Employees51
Clients300
DateJun 2012
Total AUM$807.7M
Discretionary$807.7M
Non-Disc.$0
Employees51
Clients300
DateJun 2012
Total AUM$807.7M
Discretionary$807.7M
Non-Disc.$0
Employees51
Clients300
DateMar 2012
Total AUM$807.7M
Discretionary$807.7M
Non-Disc.$0
Employees51
Clients300
DateJan 2012
Total AUM$525.5M
Discretionary$525.5M
Non-Disc.$0
Employees51
Clients300
DateDec 2011
Total AUM$525.5M
Discretionary$525.5M
Non-Disc.$0
Employees51
Clients251
DateMar 2011
Total AUM$525.5M
Discretionary$525.5M
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$355M
Discretionary$355M
Non-Disc.$0
Employees51
Clients--
DateMay 2010
Total AUM$291.9M
Discretionary$291.9M
Non-Disc.$0
Employees51
Clients--
DateApr 2010
Total AUM$291.9M
Discretionary$291.9M
Non-Disc.$0
Employees51
Clients--
DateApr 2010
Total AUM$291.9M
Discretionary$291.9M
Non-Disc.$0
Employees51
Clients--
DateMar 2009
Total AUM$180M
Discretionary$180M
Non-Disc.$0
Employees51
Clients--
DateSep 2007
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees51
Clients--
DateSep 2007
Total AUM$265M
Discretionary$265M
Non-Disc.$0
Employees51
Clients--
DateMay 2007
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees51
Clients--