Forza Wealth Management Tops $100 in Assets Under Management
Business
SRQ DAILY WEDNESDAY PHILANTHROPY EDITION
WEDNESDAY OCT 7, 2020 |
Forza Wealth Management, a Sarasota-based Registered Investment Adviser, surpassed $100 million in assets under management and, as a result, transitioned the firm’s registration with the State of Florida to the Securities and Exchange Commission (SEC), effective September 4, 2020. “This is a major milestone for our company and we appreciate all of our clients who entrust us with managing their life savings,” said Michael DeMassa, who founded Forza in 2015.
Pictured: Forza Wealth Management founder Michael DeMassa (left) and CIO and Principal Timothy Videnka.
« View The Wednesday Oct 7, 2020 SRQ Daily Edition
« Back To SRQ Daily Archive