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FORTIS GROUP ADVISORS LLC
CRD 290427 · SEC 801-112236
345 KINDERKAMACK ROAD, SUITE B, WESTWOOD, NJ, 07675, United States
Phone
201-383-0630
Fax
201-383-0633
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$822.4M
Discretionary AUM
$800.4M
Team
29 total employees; 24 advisory reps; 37 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2376 | $444.3M |
| High net worth individuals | 190 | $342.2M |
| Pension/profit sharing plans | 13 | $9.9M |
| Charitable organizations | 13 | $20.5M |
| Corporations/business entities | 12 | $5.4M |
States served
VT, AK, AZ, CA, CO, DE, DC, GA, IL, IA, LA, MD, MA, MN, NV, NJ, NY, NC, OH, PA, RI, SC, TN, VA, WI, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.facebook.com/cornerstoneassetmanagement/
- http://www.fortisgroupadvisors.com
- HTTP://WWW.CHRISTOPHEREDWARDSFINANCIAL.COM
- HTTPS://WWW.FORTISWG.COM
- HTTPS://WWW.RAMPINOWEALTHMGMT.COM
- HTTPS://MGKWEALTH.COM
- HTTP://CORNERSTONEASSETMN.COM
- HTTPS://WWW.SILVERBAYFINANCIAL.COM
- https://www.facebook.com/rampinowealthmgmt/
- https://www.facebook.com/fortiswealthmanagement/
- https://www.facebook.com/pages/Chistopher-Edwards-Financial-Associates/
- https://www.facebook.com/fortiswg/
- https://www.linkedin.com/company/christopher-edwards-financial-associates/posts/?feedView=all
Official SEC filing: View on IAPD