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FORTIS GROUP ADVISORS LLC
FORTIS GROUP ADVISORS LLC
WESTWOOD, New Jersey
·
6 registered advisors
·
CRD# 290427
SEC# 801-112236
8
201-383-0630
01
Firm Overview
AUM
$783M
Regulatory assets under management
Employees
34
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FORTIS GROUP ADVISORS LLC
6 registered advisors
Austin William Sweerus
WESTWOOD, New Jersey
CRD# 5955088
Christopher Kenneally
WESTWOOD, New Jersey
CRD# 2646535
Edward Joseph Naphor
WESTWOOD, New Jersey
CRD# 2257580
Eva Marie Rullo
WESTWOOD, New Jersey
CRD# 2387610
Michael George Koch
WESTWOOD, New Jersey
CRD# 4431828
Neil Kenneth Piper
WESTWOOD, New Jersey
CRD# 1240592
05
Office Locations
WESTWOOD, New Jersey
6 advisors
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Data sourced from SEC Form ADV filings. FORTIS GROUP ADVISORS LLC (CRD# 290427) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.