# FORTA FINANCIAL GROUP, INC.

FORTA FINANCIAL GROUP, INC. of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 28784
- Type: SEC-registered investment adviser
- SEC file number: 801-113100
- Location: 5445 DTC PKWY, SUITE 1100, GREENWOOD VILLAGE, CO, 80111
- Phone: 303-694-1600
- Latest filing: 2021-10-05
- Regulatory AUM: $171.5M
- Discretionary AUM: $58.6M
- Non-discretionary AUM: $113.0M
- Clients: 25
- Accounts: 1,284

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [Nelson Robert](https://search.stillhousedata.com/person/72069) | SHAREHOLDER | Shreveport, LA |
| [LEMPE DANIEL GEORGE](https://search.stillhousedata.com/person/731036) | PRESIDENT, TREASURER; PRESIDENT, TREASURER, DIRECTOR; SHAREHOLDER | — |
| [DUPRIEST JOHN ALBERT](https://search.stillhousedata.com/person/731037) | CEO, SECRETARY, DIRECTOR | — |
| [SPEER MICHAEL WAYNE](https://search.stillhousedata.com/person/731038) | DIRECTOR; VICE PRESIDENT, DIRECTOR, SROP | — |
| [CAMPEN ANTHONY JOSEPH](https://search.stillhousedata.com/person/731039) | CCO, CROP; CEO, TREASURER, CHIEF COMPLIANCE OFFICER, CROP, DIRECTOR; CHIEF COMPLIANCE OFFICER, CROP | — |
| [SAVARESE MICHELE GEORGE](https://search.stillhousedata.com/person/731040) | SHAREHOLDER; VICE PRESIDENT | — |
| [WINTERS SCOTT CHRISTOPHER](https://search.stillhousedata.com/person/775668) | DIRECTOR; SHAREHOLDER | — |
| [VERNOIA DEAN ANTHONY](https://search.stillhousedata.com/person/776553) | CHIEF OPERATING OFFICER, DIRECTOR | — |
| [NEMER GARY JOEL](https://search.stillhousedata.com/person/845799) | DIRECTOR; SHAREHOLDER, DIRECTOR | — |
| [DOWELL BRAD ALLEN](https://search.stillhousedata.com/person/851932) | FINOP; FINOP, DIRECTOR | — |
| [JAGLOWSKI JILL ANN](https://search.stillhousedata.com/person/868544) | CEO, DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/28784/brochure
- Similar advisers: https://search.stillhousedata.com/firm/28784/similar
- Related entities: https://search.stillhousedata.com/firm/28784/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/28784

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.