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:

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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
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411
MACQUARIE INVESTMENT MANAGEMENT BUSINESS TRUST 610 Market Street Philadelphia, PA, 19106	$190,960,333,268	377	657

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