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| Fortis Private Wealth Advisors LLC
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| |
|---|---|
| CRD # | 304494 |
| SEC # | 801-116951 |
| CIK # | |
| AUM | $91.2 MM (2024-07-22) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 305-416-9093 |
| Address | 6100 Blue Lagoon Drive Miami, FL 33126 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 91.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 11 | 91.2 |
| By Discretionary | ||
| Discretionary | 11 | 91.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 11 | 91.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 90.8 | |
| United States Persons | 0.4 | |
| Total | 11 | 91.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Canaccord Genuity Wealth Management USA Inc
✚
|
0.1 | |
|
Portland Financial Advisors Inc
✚
|
NY | 0.1 |
|
LEEB Capital Management Inc
✚
|
NY | 0.1 |
|
James Scott S Co
✚
|
VA | 0.1 |
|
Wells Global Investment Advisers LLC
✚
|
FL | 0.1 |
|
Elemental Capital Partners LLC
✚
|
CA | 0.1 |
|
Total Wealth Advisors LLC
✚
|
MN | 0.1 |
|
Reitz Capital Advisors LLC
✚
|
MI | 0.1 |
|
Steve Robbins Inc
✚
|
MO | 0.1 |
|
Gallatin & Company LLC
✚
|
FL | 0.1 |