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Building 2FORTIS PRIVATE WEALTH ADVISORS, LLC

Map pinMIAMI, FL
Phone305-416-9093
NotebookSEC #801-116951
Total AUM
$124.4M
Employees
3
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6100 BLUE LAGOON DRIVE
SUITE 160
MIAMI
FL 33126
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
305-416-9093
Other Offices
1

ReceiptFinancials

Total AUM
$124.4M
Accounts
15
Discretionary
$124.4M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2
AUM
$218.3K
HNW Individual Clients
7
AUM
$124.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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