Fortis Asset Management
Fortis Asset Management (CRD# 174199) is a financial advisory firm headquartered in Denver, CO. They manage $143,475,551 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management143MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$2,207,316
- 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)
Gregory Casals (CRD# 2160891) is an Investment Advisor Representative working at Fortis Asset Management in Denver, CO and has over 26 years of experience in the finance industry.