Fortis Advisors, LLC
Fortis Advisors, LLC (CRD# 164498) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $459,948,455 in 274 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management460MILLION
-
Total Number of Accounts274ACCOUNTS
-
Average Account Value$1,678,644
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, IL, NJ, PA
Derek Boles (CRD# 4266820) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 22 years of experience in the finance industry.
Margaret Corado (CRD# 6256741) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 9 years of experience in the finance industry.
Randall Hubschmidt (CRD# 6257111) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 9 years of experience in the finance industry.
Teresa McDermott (CRD# 2043257) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 28 years of experience in the finance industry.
Marlene Musso (CRD# 6256702) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 9 years of experience in the finance industry.