Fortis Advisors, LLC

Fortis Advisors, LLC (CRD# 164498) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $197,924,076 in 127 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $1,558,457
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, NJ, NY, PA

Financial Advisors at Fortis Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Matthew Topley
CRD#: 4604606
1045 First Avenue - Suite 120, King Of Prussia, PA 19406
93
Wealthminder
score

Matthew Topley (CRD# 4604606) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 13 years of experience in the finance industry.

2
Margaret M. Corado
CRD#: 6256741
1045 First Ave, Suite 160, King Of Prussia, PA 19406
89
Wealthminder
score

Margaret Corado (CRD# 6256741) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 3 years of experience in the finance industry.

3
Randall S. Hubschmidt
CRD#: 6257111
1045 First Ave, Suite 160, King Of Prussia, PA 19406
89
Wealthminder
score

Randall Hubschmidt (CRD# 6257111) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 2 years of experience in the finance industry.

4
Marlene D. Musso
CRD#: 6256702
1045 First Ave, Suite 160, King Of Prussia, PA 19406
89
Wealthminder
score

Marlene Musso (CRD# 6256702) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 3 years of experience in the finance industry.

5
Jonathan M. Wowak
CRD#: 5755578
1045 First Avenue, Suite 160, King Of Prussia, PA 19406
89
Wealthminder
score

Jonathan Wowak (CRD# 5755578) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 3 years of experience in the finance industry.

6
Derek B. Boles
CRD#: 4266820
1045 First Avenue, Suite 160, King Of Prussia, PA 19406
83
Wealthminder
score

Derek Boles (CRD# 4266820) is an Investment Advisor Representative working at Fortis Advisors, LLC in King Of Prussia, PA and has over 15 years of experience in the finance industry.

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