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| Happy Holidays!! thanks for using AUM13F!! |
| Fortis Group Advisors LLC
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|---|---|
| CRD # | 290427 |
| SEC # | 801-112236 |
| CIK # | 0001697478, 0001815183 |
| AUM | $799.6 M (2025-06-19) |
| Employees | 39 (64% Investors, 59% Brokers) |
| Phone | 201-383-0630 |
| Address | 345 Kinderkamack Road, Suite B Westwood, NJ 07675 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 5.3 | ||
| Seagate Technology PLC | 3.4 | ||
| Amazon Com Inc | 1.8 | ||
| Alphabet Inc | 1.6 | ||
| Apple Inc | 1.5 | ||
| SPDR Gold Trust | 1.4 | ||
| Microsoft Corp | 1.2 | ||
| Alphabet Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,376 | 428.3 |
| (b) Individuals (high net worth individuals) | 164 | 315.6 |
| (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 | 25 | 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 | 15 | 4.9 |
| (n) Other | 185 | 9.1 |
| Total | 4,733 | 799.6 |
| By Discretionary | ||
| Discretionary | 4,548 | 790.5 |
| Non-Discretionary | 185 | 9.1 |
| Total | 4,733 | 799.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 799.6 | |
| Total | 4,733 | 799.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697478] | |
| 13F-HR | [0001815183] |
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