FORTIS PORTFOLIO SOLUTIONS, LLC

SCHAUMBURG, Illinois·2 registered advisors·CRD# 314886
SEC# 801-1217131866-787-8854
01

Firm Overview

AUM
$149M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Other: MONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS
03

Specialties

Investment ManagementWealth Management
04

Advisors at FORTIS PORTFOLIO SOLUTIONS, LLC

2 registered advisors
David Vincent Guzy
SCHAUMBURG, Illinois
Meridith Louise Hutchens
SCHAUMBURG, Illinois
05

Office Locations

SCHAUMBURG, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. FORTIS PORTFOLIO SOLUTIONS, LLC (CRD# 314886) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.