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FORTIS ASSET MANAGEMENT, INC.
FORTIS ASSET MANAGEMENT, INC.
FORTIS ASSET MANAGEMENT
DENVER, Colorado
·
3 registered advisors
·
CRD# 174199
SEC# 801-107050
(720) 644-2313
01
Firm Overview
AUM
$143M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at FORTIS ASSET MANAGEMENT, INC.
3 registered advisors
Deborah Stillman Myers
DENVER, Colorado
CRD# 1693283
Kristen Ritter
ENGLEWOOD, Colorado
CRD# 6432892
Michael Miller Norins
ENGLEWOOD, Colorado
CRD# 1242506
05
Office Locations
ENGLEWOOD, Colorado
2 advisors
DENVER, Colorado
1 advisor
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Data sourced from SEC Form ADV filings. FORTIS ASSET MANAGEMENT, INC. (CRD# 174199) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.