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Fortis Group Advisors LLC

● SEC registered since 2018CRD 290427SEC# 801-112236Westwood, NJ
Export (members)
Reg. AUM
$799.6M
Employees
39
Accounts
4,733
Location
Westwood, NJ

Fortis Group Advisors LLC assets under management

Fortis Group Advisors LLC is a registered investment adviser overseen by the SEC based in Westwood, NJ. The firm has been registered since 2018. It reports $799.6 million in regulatory assets under management and employs 39 people.

Fortis Group Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Austin William Sweerus ControlChief Compliance OfficerUnder 5%2020
Christopher Kenneally ControlMember25-50%2017
Eva Marie Rullo ControlMember25-50%2020
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Frequently asked questions

How much does Fortis Group Advisors LLC manage?

Fortis Group Advisors LLC reports $799.6 million in regulatory assets under management on its Form ADV.

How many employees does Fortis Group Advisors LLC have?

Fortis Group Advisors LLC reports 39 employees.

Where is Fortis Group Advisors LLC located?

Fortis Group Advisors LLC is based in Westwood, NJ and has been SEC-registered since 2018.

Does Fortis Group Advisors LLC disclose fund performance?

Fortis Group Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address345 Kinderkamack Road, Suite B, Westwood, NJ 07675
Phone201-383-0630
Fax201-383-0633
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$790.5M
Non-discretionary$9.1M
Total (RAUM)$799.6M