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).
-
Total Assets Under Management436MILLION
-
Total Number of Accounts218ACCOUNTS
-
Average Account Value$2,000,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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
CA, NY, TX, WA
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.
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.
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.
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.
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.
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.
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.
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.