FORTIS ADVISORS, LLC is a King Of Prussia, Pennsylvania based financial advisory firm with nearly $459,948,455 in assets under management and provides investment advisory services for 274 clients. There are currently 7 financial advisors at the firm.
General Information |
| Firm CRD#: | 164498 | |
| SEC#: | 801-80177 | |
| Assets under Management: | $459,948,455 | |
| No. of Clients: | 274 | |
| No. of Advisors: | 7 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for pooled Investment, Portfolio Management for Business, Selection of Other Advisors, Publication of periodicals or Newsletters, Educational Seminars/ Workshops | |
| Fee Structure: | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| LINCOLN INVESTMENT | 519 | 801-14059 | 200217 | 1294 | $15,355,839,022 |
| PNC INVESTMENTS | 129052 | 801-66195 | 152386 | 1218 | $21,629,770,547 |
| CLARK CAPITAL MANAGEMENT GROUP INC | 104796 | 801-28445 | 27604 | 129 | $21,934,965,431 |
| MYCIO WEALTH PARTNERS, LLC | 134436 | 801-64053 | 7342 | 59 | $12,007,381,046 |
| VERITABLE LP | 130758 | 801-62911 | 3674 | 88 | $16,533,192,757 |
| HIRTLE, CALLAGHAN & CO., LLC | 105403 | 801-32688 | 2379 | 100 | $18,112,361,189 |
| XPONANCE, INC. | 111126 | 801-51407 | 118 | 37 | $13,509,668,653 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 290078 | 801-111965 | 103 | 97 | $11,754,262,281 |
| FRANKLIN PARK | 126508 | 801-62046 | 58 | 28 | $22,069,254,113 |
| FINANCIAL INTEGRITY ADVISORS, LLC | 130458 | 801-127951 | 47 | 3 | $12,437,255,654 |
| PACER ADVISORS, INC. | 137381 | 801-79654 | 46 | 22 | $24,326,963,545 |
| PENN MUTUAL ASSET MANAGEMENT, LLC | 107518 | 801-35477 | 40 | 38 | $30,327,835,189 |
| FEDERATED EQUITY MANAGEMENT COMPANY OF PENNSYLVANIA | 128610 | 801-62501 | 17 | 15 | $27,678,535,445 |
| EXETER PROPERTY GROUP, LLC | 161935 | 801-74368 | 15 | 227 | $24,819,912,431 |
| FS/KKR ADVISOR, LLC | 292803 | 801-112799 | 2 | 584 | $18,557,470,952 |