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Michael George Koch

FORTIS GROUP ADVISORS LLC·WESTWOOD, New Jersey
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345 KINDERKAMACK ROAD, SUITE B, WESTWOOD, NJ 07675CRD# 4431828Firm CRD# 290427
01

About

Michael George Koch is a registered financial advisor based in WESTWOOD, New Jersey, affiliated with FORTIS GROUP ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FORTIS GROUP ADVISORS LLC
FORTIS GROUP ADVISORS LLC
AUM
$783M
Regulatory assets under management
Employees
34
Total firm employees
View all advisors at FORTIS GROUP ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4431828
Firm CRD# 290427
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael George Koch offer?
Michael George Koch specializes in Financial Planning, Investment Management. Contact their office in WESTWOOD, New Jersey for a consultation.
What are Michael George Koch's credentials?
Michael George Koch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael George Koch located?
Michael George Koch is based in WESTWOOD, New Jersey, working with FORTIS GROUP ADVISORS LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.
How does Michael George Koch charge for services?
Michael George Koch's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FORTIS GROUP ADVISORS LLC?
FORTIS GROUP ADVISORS LLC has approximately 34 employees and manages $783M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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