FORTIS ADVISORS, LLC

656 E. Swedesford Road
Suite 330
Wayne, Pennsylvania 19087
Tel: 610-313-0910

About FORTIS ADVISORS, LLC

FORTIS ADVISORS, LLC, formally registered with the SEC as FORTIS ADVISORS, LLC. The firm was established in 08/26/2014. They have over 1 offices throughout the country.

FORTIS ADVISORS, LLC is a Wayne, Pennsylvania based Financial Planning firm with nearly $470,765,398 assets under management, offering retirement planning & investment advisory services to 352 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164498
SEC#	801-80177
Assets Managed by Firm	$470,765,398
No. of Clients	352
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

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

Firm Client Information

	No. of Clients	AUM
Firm Total	352	$470,765,398
Individuals (other than high net worth individuals)	45	$18,132,832
High net worth individuals	27	$176,764,144
Pension and profit sharing plans	Fewer than 5 clients	$1,642,189
Other investment advisers	1	$88,071,739
Corporations or other businesses	Fewer than 5 clients	$1,472,736

More Retirement Planning firms in Wayne, Pennsylvania:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

Explore More Retirement Advisors in Wayne, Pennsylvania

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.