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Fortis Portfolio Solutions, LLC

● SEC registered since 2021CRD 314886SEC# 801-121713Chicago, IL
Export (members)
Reg. AUM
$128.6M
Employees
5
Accounts
245
Location
Chicago, IL

Fortis Portfolio Solutions, LLC assets under management

Fortis Portfolio Solutions, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2021. It reports $128.6 million in regulatory assets under management and employs 5 people.
www.fortisportfolio.comView on SEC.gov ↗

Fortis Portfolio Solutions, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Vincent Guzy ControlCcoUnder 5%2021
Meridith Louise Hutchens ControlManagerOver 75%2021

Frequently asked questions

How much does Fortis Portfolio Solutions, LLC manage?

Fortis Portfolio Solutions, LLC reports $128.6 million in regulatory assets under management on its Form ADV.

How many employees does Fortis Portfolio Solutions, LLC have?

Fortis Portfolio Solutions, LLC reports 5 employees.

Where is Fortis Portfolio Solutions, LLC located?

Fortis Portfolio Solutions, LLC is based in Chicago, IL and has been SEC-registered since 2021.

Does Fortis Portfolio Solutions, LLC disclose fund performance?

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

Contact & registration

Address200 E. Randolph St, Suite 5100, Chicago, IL 60601
Phone713-854-6442
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK2064867
Discloses disciplinary historyNo

Assets under management

Discretionary$128.6M
Non-discretionary$0
Total (RAUM)$128.6M