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FORTIUS FINANCIAL ADVISORS, LLC
FORTIUS FINANCIAL ADVISORS, LLC
SALT LAKE CITY, Utah
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5 registered advisors
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CRD# 128060
SEC# 801-71571
888-365-7009
01
Firm Overview
AUM
$55M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at FORTIUS FINANCIAL ADVISORS, LLC
5 registered advisors
Gary E Oliver
SALT LAKE CITY, Utah
CRD# 1684175
Jeanne Marie Deitz
SALT LAKE CITY, Utah
CRD# 2658701
Jeff Michael Bollinger
SALT LAKE CITY, Utah
CRD# 2445055
Michael Mark Dvorkin
SALT LAKE CITY, Utah
CRD# 2642217
Roberto G Buchanan
SALT LAKE CITY, Utah
CRD# 4244111
05
Office Locations
SALT LAKE CITY, Utah
5 advisors
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Data sourced from SEC Form ADV filings. FORTIUS FINANCIAL ADVISORS, LLC (CRD# 128060) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.