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 registered investment adviser that operates as a limited liability company and acts as a capital allocator for both individual/family and institutional clients. The firm is SEC registered (2018) and offers financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Its fee mix includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Fortis reports affiliations with broker-dealers, accounting firms, and insurance companies and does not identify as an active ESG investor.
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 25Daniel Kalina
Investment Advisor RepresentativeCRD 5081009
Michael Koch
Investment Adviser RepresentativeCRD 4431828
John Francisco
AdvisorCRD 6202793
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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