FORTIS PORTFOLIO SOLUTIONS, LLC

1901 North Roselle Rd., Ste. 800
Schaumburg, Illinois 60195
Tel: 866-787-8854

About FORTIS PORTFOLIO SOLUTIONS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Hourly charges
Other (MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	245	$148,557,207
High net worth individuals	98	$148,557,207

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