Overview
Assets Under Management: $1.2 billion
Headquarters: PRAIRIE VILLAGE, KS
High-Net-Worth Clients: 270
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 270
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.29
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,774
Discretionary Accounts: 3,774
Regulatory Filings
CRD Number: 309709
Filing ID: 1967999
Last Filing Date: 2025-03-30 15:36:00
Website: https://fortiscapitaladvisors.com