FORTIS PORTFOLIO SOLUTIONS, LLC
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:
5
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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