Overview
Assets Under Management: $800 million
Headquarters: WESTWOOD, NJ
High-Net-Worth Clients: 164
Average Client Assets: $2 million
Frequently Asked Questions
FORTIS GROUP ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290427), FORTIS GROUP ADVISORS LLC is subject to fiduciary duty under federal law.
FORTIS GROUP ADVISORS LLC is headquartered in WESTWOOD, NJ.
FORTIS GROUP ADVISORS LLC serves 164 high-net-worth clients according to their SEC filing dated December 15, 2025. View client details ↓
According to their SEC Form ADV, FORTIS GROUP ADVISORS LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FORTIS GROUP ADVISORS LLC manages $800 million in client assets according to their SEC filing dated December 15, 2025.
According to their SEC Form ADV, FORTIS GROUP ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,733
Discretionary Accounts: 4,548
Non-Discretionary Accounts: 185
Regulatory Filings
CRD Number: 290427
Filing ID: 2029641
Last Filing Date: 2025-12-15 10:38:04
Website: 8