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).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $113,048
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

FL, UT

Financial Advisors at Fortius Financial Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jeff M. Bollinger
CRD#: 2445055
4001 South 700 East, Suite 554, Salt Lake City, UT 84107

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.

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

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.

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

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.

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

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.

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