FORTIS GROUP ADVISORS LLC
Firm details
- Headquarters
- WESTWOOD, New Jersey
- CRD number
- 290427
- Registered since
- January 2, 2018
- Website
- www.fortisgroupadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC., LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals54.02%
- HNWI41.62%
- Charitable Organizations2.5%
- Pension & Profit Sharing Plans1.21%
- Corporations / Businesses0.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Fortis Group Advisors LLC is a privately owned LLC that registered with the SEC in 2018 and acts as a capital allocator for both individual & family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Fortis does not identify as an active ESG investor on its disclosure materials. The firm lists industry relationships with broker-dealers, accounting professionals, and insurance companies. Registration records indicate an individual owner and classify the advisor as unclassified for industry segmentation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds21%
- Cash & Cash Equivalents6%
- US Government Bonds1%
Owners & executives
1 of 1AUSTIN SWEERUS
Chief Compliance OfficerCRD 5955088
Contacts
3 of 24DANIEL KALINA
Investment Advisor RepresentativeCRD 5081009
Matthew Simon
Financial AdvisorCRD 7367467
STEPHEN KUCHINSKI
AdvisorCRD 6400130
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 266Active vs passive
$619M in ETFs
87%
$539M
7%
$79.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $45.2M | 54,118 | 7.30% |
Location
WESTWOOD, NJ
BERGEN
Location
WESTWOOD, NJ
Headquartered in WESTWOOD, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 345 Kinderkamack Rd
- Time zone
- ET (UTC-5)
- Office locations
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