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| Fortis Group Advisors LLC
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| |
|---|---|
| CRD # | 290427 |
| SEC # | 801-112236 |
| CIK # | 0001697478, 0001815183 |
| AUM | $783.3 MM (2024-02-07) |
| Employees | 34 (82% Investors, 79% Brokers) |
| Phone | 201-383-0630 |
| Address | 345 Kinderkamack Road, Suite B Westwood, NJ 07675 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| GLDM | 3.9 | ||
| STX | 15,664.3 | 2.4 | |
| GOOG | 1,482,566.4 | 1.8 | |
| AAPL | 2,382,844.0 | 1.5 | |
| UPS | 157,208.0 | 1.5 | |
| AMZN | 1,092,997.8 | 1.4 | |
| GOOGL | 1,475,138.5 | 1.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,992 | 447.6 |
| (b) Individuals (high net worth individuals) | 163 | 289.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 28 | 22.4 |
| (h) Charitable organizations | 15 | 19.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,948 | 783.3 |
| By Discretionary | ||
| Discretionary | 3,440 | 731.7 |
| Non-Discretionary | 508 | 51.6 |
| Total | 3,948 | 783.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 783.3 | |
| Total | 3,948 | 783.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697478] | |
| 13F-HR | [0001815183] |
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|---|---|---|
|
NS Management Ltd
✚
|
0.8 | |
|
KFA Private Wealth Group LLC
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|
VA | 0.8 |
|
Margolis Brady Raghavan Financial Inc
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TX | 0.8 |
|
Lexaurum Advisors LLC
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KS | 0.8 |
|
Madden Securities Corporation
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|
Pathway Financial Advisors LLC
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VT | 0.8 |
|
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WI | 0.8 |
|
Oak City Consulting LLC
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NC | 0.8 |
|
Recurrent Investment Advisors LLC
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TX | 0.8 |
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Goldstein Advisors LLC
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WI | 0.8 |