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FORTIS CAPITAL MANAGEMENT LLC

Tel: 425-453-5010
3600 136th Pl Se
Suite 270
Bellevue, Washington  98006

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FORTIS CAPITAL MANAGEMENT LLC

FORTIS CAPITAL MANAGEMENT LLC is a Bellevue, Washington based financial advisory firm with nearly $496,934,324 in assets under management and provides investment advisory services for 219 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (NET WORTH BASED PERCENTAGE OF VALU

Firm CRD#:

172198

SEC#:

801-113097

No. of Clients:

219

Assets under Management

$496,934,324

No. of Advisors:

9

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