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Building 2FORTIS ASSET MANAGEMENT

Map pinDENVER, CO
Phone(720) 644-2313
NotebookSEC #801-107050
Total AUM
$143.5M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1550 17TH ST
SUITE 100
DENVER
CO 80202
United States
Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
(720) 644-2313

ReceiptFinancials

Total AUM
$143.5M
Accounts
65
Discretionary
$143.5M
Accounts
65
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SELECTION OF SUB-ADVISORS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CONE

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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