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| Fortis Group Advisors LLC
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|---|---|
| CRD # | 290427 |
| SEC # | 801-112236 |
| CIK # | 0001697478, 0001815183 |
| AUM | 822.4 M (2026-03-30) |
| Employees | 29 (83% Investors, 79% Brokers) |
| Phone | 201-383-0630 |
| Address | 345 Kinderkamack Road, Suite B Westwood, NJ 07675 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Seagate Technology PLC | 8.1 | ||
| World Currency Gold Trust | 4.3 | ||
| Alphabet Inc | 2.4 | ||
| Alphabet Inc | 1.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,376 | 444.3 |
| (b) Individuals (high net worth individuals) | 190 | 342.2 |
| (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 | 13 | 9.9 |
| (h) Charitable organizations | 13 | 20.5 |
| (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 | 12 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 5,234 | 822.4 |
| By Discretionary | ||
| Discretionary | 4,540 | 800.4 |
| Non-Discretionary | 694 | 22.0 |
| Total | 5,234 | 822.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 821.9 | |
| Total | 5,234 | 822.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697478] | |
| 13F-HR | [0001815183] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 37 |
| Serves | Institutional, Retail |
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