Timothy Low
Forte Asset Management · Bedford, New York
Timothy Low is a fee-only financial advisor at Forte Asset Management in Bedford, New York. Forte Asset Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Forte Asset Management |
|---|---|
| Based in | Bedford, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $322.3M across 155 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2319826 |
| Exams passed | Series 63 (1993) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.forteassets.com |
How Timothy's firm compares
- Forte Asset Management's average account is about $2.1 million, from its Form ADV (assets managed divided by 155 accounts).
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Questions about Timothy
Is Timothy Low a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Forte Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Forte Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Timothy Low based?
Timothy Low is based in Bedford, New York.
Is Timothy Low registered with the SEC?
Yes. Timothy Low is registered as an investment adviser representative in NY (CRD 2319826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Forte Asset Management manage?
Forte Asset Management reports $322.3M across 155 accounts in assets under management.
How do I contact Timothy Low?
Through Timothy's website, www.forteassets.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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