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FORTIS PORTFOLIO SOLUTIONS, LLC
CRD 314886 · SEC 801-121713
200 E. RANDOLPH ST, SUITE 5100, CHICAGO, IL, 60601, United States
Phone
713-854-6442
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$140.0M
Discretionary AUM
$140.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 276 | $140.0M |
States served
CA, IL, TX, NH
All web addresses on file
Official SEC filing: View on IAPD