Fortius Financial Advisors, LLC

Fortius Financial Advisors, LLC (CRD# 128060) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $71,116,058 in 199 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $357,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL, UT

Financial Advisors at Fortius Financial Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jeff M. Bollinger
CRD#: 2445055
4001 South 700 East, Suite 554, Salt Lake City, UT 84107
93
Wealthminder
score

Jeff Bollinger (CRD# 2445055) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Salt Lake City, UT and has over 22 years of experience in the finance industry.

2
Roberto G. Buchanan
CRD#: 4244111
4001 South 700 East, Suite 554, Salt Lake City, UT 84107
93
Wealthminder
score

Roberto Buchanan (CRD# 4244111) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Salt Lake City, UT and has over 16 years of experience in the finance industry.

3
Jared M. Clayton
CRD#: 4132656
4001 South 700 East, Suite 554, Salt Lake City, UT 84107
93
Wealthminder
score

Jared Clayton (CRD# 4132656) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Salt Lake City, UT and has over 16 years of experience in the finance industry.

4
Jeanne M. Deitz
CRD#: 2658701
4001 South 700 East, Suite 554, Salt Lake City, UT 84107
93
Wealthminder
score

Jeanne Deitz (CRD# 2658701) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Salt Lake City, UT and has over 21 years of experience in the finance industry.

5
Michael M. Dvorkin
CRD#: 2642217
2332 Galiano St., 2nd Floor, Coral Gables, FL 33134
83
Wealthminder
score

Michael Dvorkin (CRD# 2642217) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Coral Gables, FL and has over 21 years of experience in the finance industry.

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