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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GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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