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Building 2FORTIS GROUP ADVISORS LLC

Map pinWESTWOOD, NJ
Phone201-383-0630
NotebookSEC #801-112236
Total AUM
$822.4M
Employees
29
Clients
2,604

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
345 KINDERKAMACK ROAD, SUITE B
WESTWOOD
NJ 07675
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
201-383-0630
Other Offices
7

ReceiptFinancials

Total AUM
$822.4M
Accounts
5,234
Discretionary
$800.4M
Accounts
4,540
Non-Discretionary
$22M
Accounts
694

ContactClients

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Individual Clients
2,376
AUM
$444.3M
HNW Individual Clients
190
AUM
$342.2M
Pension/Profit Sharing Plan Clients
13
AUM
$9.9M
Charitable Organization Clients
13
AUM
$20.5M
Corporation or Business Clients
12
AUM
$5.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOCTDEFLGAHIIAILLAMAMDMNNCNHNJNVNYOHPARISCTNTXVAVTWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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