FORTIS PORTFOLIO SOLUTIONS, LLC
Adviser information for FORTIS PORTFOLIO SOLUTIONS, LLC last updated from Form ADV on March 18th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 245 | $148.6M |
| Non-Discretionary | 0 | $0 |
| Total | 245 | $148.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 98 | $148.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 98 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMHourly chargesMONTHLY SUBSCRIPTION FOR CUSTOMIZED PORTFOLIOS |
Identifiers
| SEC RIA File Number | 801-121713 |
|---|---|
| SEC ERA File Number | 801-121713 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 314886 |
| Legal Entity Identifier | None |
Principal Office
1901 NORTH ROSELLE RD., STE. 800SCHAUMBURG
IL
United States
Monday - Friday, 9:00 A.M. - 5:00 P.M.
Tel: 866-787-8854, Fax: None
Chief Compliance Officer
DAVID GUZY
1901 NORTH ROSELLE RD., STE 800
SCHAUMBURG
IL
United States
Tel:
866-787-8854
D****@******************M
(Full email address available in API data)
Regulatory Contact
MERIDITH HUTCHENS
OWNER
1901 NORTH ROSELLE RD., STE 800
SCHAUMBURG
IL
United States
Tel:
866-787-8854
M**@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HUTCHENS, MERIDITH, LOUISE | Individual | – | MANAGER | 05/2021 | > 75% |
| Guzy, David, Vincent | Individual | – | CCO | 05/2021 | < 5% |