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Building 2FORTIS CAPITAL MANAGEMENT LLC

Map pinBELLEVUE, WA
Phone425-453-5010
NotebookSEC #801-113097
Total AUM
$1.2B
Employees
22
Clients
688

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3600 136TH PL SE
SUITE 270
BELLEVUE
WA 98006
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
425-453-5010
Other Offices
1

ReceiptFinancials

Total AUM
$1.2B
Accounts
688
Discretionary
$1.2B
Accounts
684
Non-Discretionary
$3M
Accounts
4

ContactClients

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Individual Clients
398
AUM
$78.1M
HNW Individual Clients
267
AUM
$912.2M
Pooled Vehicle Clients
2
AUM
$143.4M
Pension/Profit Sharing Plan Clients
19
AUM
$24.4M
Charitable Organization Clients
2
AUM
$3.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
NET WORTH BASED PERCENTAGE OF VALUE

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAMNNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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