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FORTIS ADVISORS, LLC
FORTIS ADVISORS, LLC
WAYNE, Pennsylvania
·
2 registered advisors
·
CRD# 164498
SEC# 801-80177
0
610-313-0910
01
Firm Overview
AUM
$471M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at FORTIS ADVISORS, LLC
2 registered advisors
Derek Brock Boles
WAYNE, Pennsylvania
CRD# 4266820
Randall Scot Hubschmidt
WAYNE, Pennsylvania
CRD# 6257111
05
Office Locations
WAYNE, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. FORTIS ADVISORS, LLC (CRD# 164498) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.