Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

FORTIS GROUP ADVISORS LLC

dba FORTIS GROUP ADVISORS LLC · CRD 290427 · Registered Investment Adviser

FORTIS GROUP ADVISORS LLC is a Registered Investment Adviser headquartered in WESTWOOD, NJ. The firm reports $822,399,121 in regulatory assets under management across 5,234 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$800,385,797
Non-discretionary$22,013,324
Total RAUM$822,399,121
Accounts5,234

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 290427. adviserinfo.sec.gov/firm/summary/290427.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.