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Building 2FORTIS ADVISORS, LLC

Map pinWAYNE, PA
Phone610-313-0910
NotebookSEC #801-80177
Total AUM
$584.3M
Employees
5
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
656 E. SWEDESFORD ROAD
SUITE 330
WAYNE
PA 19087
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
610-313-0910

ReceiptFinancials

Total AUM
$584.3M
Accounts
344
Discretionary
$427.2M
Accounts
273
Non-Discretionary
$157.1M
Accounts
71

ContactClients

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Individual Clients
51
AUM
$21.9M
HNW Individual Clients
28
AUM
$198.9M
Pooled Vehicle Clients
6
AUM
$163.1M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Investment Advisor Clients
1
AUM
$150.2M
Corporation or Business Clients
1
AUM
$836.5K
Other Clients
6
AUM
$47M
Description of Other Clients
TRUSTS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILNJPA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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