Fortis Portfolio Solutions, LLC

Fortis Portfolio Solutions, LLC (CRD# 314886) is a financial advisory firm headquartered in Schaumburg, IL. They manage $148,557,207 in 245 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1901 North Roselle Rd., Ste. 800, Schaumburg, IL 60195
https://www.fortisportfolio.com
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $606,356
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, IL, NH, TX

Financial Advisors at Fortis Portfolio Solutions, LLC
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals