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FORTIS ADVISORS, LLC
CRD 164498 · SEC 801-80177
656 E. SWEDESFORD ROAD, SUITE 330, WAYNE, PA, 19087, United States
Phone
610-313-0910
Fax
610-971-1659
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$584.3M
Discretionary AUM
$427.2M
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 51 | $21.9M |
| High net worth individuals | 28 | $198.9M |
| Pooled investment vehicles | 6 | $163.1M |
States served
CO, IL, NJ, PA, FL
All web addresses on file
Official SEC filing: View on IAPD