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
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.

CO

Financial Advisors at Fortis Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Casals, financial advisor Denver CO
Gregory J. Casals
CRD#: 2160891
1550 17th St, Suite 100, Denver, CO 80202
101
Wealthminder
score

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.

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