DIRECTORY OF REGISTERED ADVISORS
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FORTIS ADVISORS, LLC
Tel: 610-313-0910
656 E. Swedesford Road Suite 330
Wayne, Pennsylvania 19087
FORTIS ADVISORS, LLC
FORTIS ADVISORS, LLC is a Wayne, Pennsylvania based financial advisory firm with nearly $470,765,398 in assets under management and provides investment advisory services for 352 clients. There are currently 7 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 , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
Firm CRD#:
164498
SEC#:
801-80177
No. of Clients:
352
Assets under Management
$470,765,398
No. of Advisors:
7
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