Be advised. This firm is no longer registered.

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).

Current Firm Details
1550 17th St, Suite 100, Denver, CO 80202
http://www.fortisam.com
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $2,207,316
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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Fortis Asset Management
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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