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FORTIUS FINANCIAL ADVISORS, LLC
CRD 128060 · SEC 801-71571
5445 SOUTH HIGHLAND DRIVE, SUITE A, SALT LAKE CITY, UT, 84117, United States
Phone
888-365-7009
Fax
801-505-4184
Registration
— (—)
Source
State registered
Total AUM
$10.9M
Discretionary AUM
$10.2M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $9.7M |
| High net worth individuals | 40 | $1.1M |
| Pooled investment vehicles | 4 | $0 |
All web addresses on file
Official SEC filing: View on IAPD