1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FORTIS PORTFOLIO SOLUTIONS, LLC

Map pinCHICAGO, IL
Phone713-854-6442
NotebookSEC #801-121713
Total AUM
$140M
Employees
2
Clients
276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 E. RANDOLPH ST
SUITE 5100
CHICAGO
IL 60601
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
713-854-6442

ReceiptFinancials

Total AUM
$140M
Accounts
276
Discretionary
$140M
Accounts
276
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
276
AUM
$140M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILNHTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account