PPrivate Fund Data Log in Join · $37/mo

Derek Brock Boles

PresidentFortis Advisors, LLCCRD 4266820

About Derek Brock Boles

Derek Brock Boles is listed as President at Fortis Advisors, LLC in Wayne, PA. Form ADV reports a beneficial ownership band of Under 5%. Derek Brock Boles is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Fortis Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Derek Brock Boles work?

Derek Brock Boles is listed as President at Fortis Advisors, LLC on SEC Form ADV.

How much of Fortis Advisors, LLC does Derek Brock Boles own?

Form ADV reports a beneficial ownership band of Under 5%.

Fortis Advisors, LLC

TitlePresident
OwnershipUnder 5%
Control personYes
Since2013

Fortis Advisors, LLC

TitlePartner
Ownership25-50%
Control personYes
Since2013