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 an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2018. The firm is owner-operated and positions itself as a capital allocator that serves both individual and family clients as well as institutional relationships. Core advisory offerings include financial planning, portfolio management for individuals and small businesses, and selection of third‑party advisers. The firm bills on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements, and maintains industry relationships with broker-dealers, accounting firms, and insurance companies. Fortis is not identified as an active ESG investor in the available data, and it reports both discretionary and non-discretionary mandates.
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 1
Austin 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 279Active vs passive
$610M in ETFs
84%
$514M
7%
$95.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $28.7M | 312,905 | 4.70% |
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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