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Home > Retirement Planners > new jersey > westwood > FORTIS GROUP ADVISORS LLC
FORTIS GROUP ADVISORS LLC
345 Kinderkamack Road, Suite B
Westwood, New Jersey 07675
Tel: 201-383-0630
About FORTIS GROUP ADVISORS LLC
FORTIS GROUP ADVISORS LLC, formally registered with the SEC as FORTIS GROUP ADVISORS LLC. The firm was established in 01/02/2018. They have over 9 offices throughout the country.
FORTIS GROUP ADVISORS LLC is a Westwood, New Jersey based Financial Planning firm with nearly $799,559,515 assets under management, offering retirement planning & investment advisory services to 4733 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 290427 |
| SEC# | 801-112236 |
| Assets Managed by Firm | $799,559,515 |
| No. of Clients | 4733 |
| No. of Advisors | 39 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4733 | $799,559,515 |
| Individuals (other than high net worth individuals) | 2376 | $428,332,529 |
| High net worth individuals | 164 | $315,602,872 |
| Pension and profit sharing plans | 25 | $22,412,393 |
| Charitable organizations | 15 | $19,218,653 |
| Corporations or other businesses | 15 | $4,915,268 |
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|---|---|---|---|
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