Assets Under Management
$799.6M
Number of Clients
2,780
Number of Advisors
26
Average Client AUM
$288K
AUM per Advisor
$30.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Fortis Group Advisors, LLC offers investment management and wealth management services to individuals, high-net-worth individuals, retirement plans, and other entities. They tailor advisory services to meet client needs, focusing on building, managing, and preserving wealth to achieve financial goals. They may utilize third-party managers and offer consulting services.
345 Kinderkamack Road, Suite B, Westwood, NJ, 07675