FORTIS PORTFOLIO SOLUTIONS, LLC - Financial Advisor in Illinois, Schaumburg

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

About FORTIS PORTFOLIO SOLUTIONS, LLC

FORTIS PORTFOLIO SOLUTIONS, LLC is a Schaumburg, Illinois based financial advisory firm with nearly $148,557,207 in assets under management and provides investment advisory services for 245 clients. There are currently 5 financial advisors at the firm.

General Information

Firm CRD#:

314886

Firm SEC#:

801-121713

Assets Under Management:

$148,557,207

No. of Clients:

245

No. of Advisors:

Advisory Services Provided:

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

Fee Structure:

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

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