Fortis Capital Management LLC

Fortis Capital Management LLC (CRD# 172198) is a financial advisory firm headquartered in Bellevue, WA. They manage $436,032,984 in 218 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    436
    MILLION
  • Total Number of Accounts
    218
    ACCOUNTS
  • Average Account Value
    $2,000,151
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Fortis Capital Management LLC
Showing 1 - 8 of 8 top financial advisors.
1
Michael R. Boroughs
CRD#: 6169300
3600 136th Pl Se, Suite 270, Bellevue, WA 98006

Michael Boroughs (CRD# 6169300) is an Investment Advisor Representative working at Fortis Capital Management LLC in Bellevue, WA and has over 9 years of experience in the finance industry.

2
John M. Heffel
CRD#: 6409747
3600 136th Pl Se, Suite 270, Bellevue, WA 98006

John Heffel (CRD# 6409747) is an Investment Advisor Representative working at Fortis Capital Management LLC in Bellevue, WA and has over 8 years of experience in the finance industry.

3
Paul E. Misleh
CRD#: 6378860
3600 136th Pl Se, Suite 270, Bellevue, WA 98006

Paul Misleh (CRD# 6378860) is an Investment Advisor Representative working at Fortis Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry.

4
Corban A. Parker
CRD#: 6359779
3600 136th Pl Se, Suite 270, Bellevue, WA 98006

Corban Parker (CRD# 6359779) is an Investment Advisor Representative working at Fortis Capital Management LLC in Bellevue, WA and has over 7 years of experience in the finance industry.

5
Arlie J. Skurdal
CRD#: 1688925
Seattle, WA

Arlie Skurdal (CRD# 1688925) is an Investment Advisor Representative working at Fortis Capital Management LLC in Seattle, WA and has over 36 years of experience in the finance industry.

6
Jordan Lahaie
CRD#: 7044561
3600 136th Pl Se, Suite 270, Bellevue, WA 98006

Jordan Lahaie (CRD# 7044561) is an Investment Advisor Representative working at Fortis Capital Management LLC in Bellevue, WA and has over 5 years of experience in the finance industry.

7
Emme H. Osborne
CRD#: 7716955
3600 136th Pl Se, Suite 270, Bellevue, WA 98006

Emme Osborne (CRD# 7716955) is an Investment Advisor Representative working at Fortis Capital Management LLC in Bellevue, WA and has 1 year of experience in the finance industry.

8
Grace T. Rollins
CRD#: 7450375
3600 136th Pl Se, Suite 270, Bellevue, WA 98006

Grace Rollins (CRD# 7450375) is an Investment Advisor Representative working at Fortis Capital Management LLC in Bellevue, WA and has over 2 years of experience in the finance industry.

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