Fortius Financial Advisors, LLC
Fortius Financial Advisors, LLC (CRD# 128060) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $10,400,408 in 92 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management10MILLION
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Total Number of Accounts92ACCOUNTS
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Average Account Value$113,048
- A percentage of assets under your management
- 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)
FL, UT
Jeff Bollinger (CRD# 2445055) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Salt Lake City, UT and has over 30 years of experience in the finance industry.
Roberto Buchanan (CRD# 4244111) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Salt Lake City, UT and has over 23 years of experience in the finance industry.
Jared Clayton (CRD# 4132656) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Salt Lake City, UT and has over 24 years of experience in the finance industry.
Jeanne Deitz (CRD# 2658701) is an Investment Advisor Representative working at Fortius Financial Advisors, LLC in Salt Lake City, UT and has over 28 years of experience in the finance industry.