1901 North Roselle Rd., Ste. 800
Schaumburg, Illinois 60195
Tel: 866-787-8854
FORTIS PORTFOLIO SOLUTIONS, LLC, formally registered with the SEC as FORTIS PORTFOLIO SOLUTIONS, LLC. The firm was established in 08/09/2021. They have over 2 offices throughout the country.
FORTIS PORTFOLIO SOLUTIONS, LLC is a Schaumburg, Illinois based Financial Planning firm with nearly $148,557,207 assets under management, offering retirement planning & investment advisory services to 245 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 314886 |
SEC# | 801-121713 |
Assets Managed by Firm | $148,557,207 |
No. of Clients | 245 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 245 | $148,557,207 |
High net worth individuals | 98 | $148,557,207 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$1,016,556,943,580 | 41105 | 674 | |
$545,530,164,135 | 401 | 220 | |
$426,071,864,566 | 1821809 | 415 | |
$248,044,764,038 | 37 | 1857 | |
$239,614,971,441 | 59703 | 397 |
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