Fortis Group Advisors LLC
Westwood, NJ·SEC-registered · CRD #290427
Fortis Group Advisors LLC is an SEC-registered investment advisory firm in Westwood, NJ managing $822M across 5.9k client accounts, with 24 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$822M
Client accounts
5.9k
Advisory staff
24
Fee model
Fee-based
How Fortis Group Advisors LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Fortis Group Advisors LLC
How much does Fortis Group Advisors LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Fortis Group Advisors LLC reports $822M in regulatory assets under management across roughly 5.9k client accounts.
How does Fortis Group Advisors LLC charge?
Fortis Group Advisors LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Fortis Group Advisors LLC a fiduciary?
Yes. Fortis Group Advisors LLC is registered with the U.S. Securities and Exchange Commission (CRD #290427), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Fortis Group Advisors LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Fortis Group Advisors LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Westwood, NJ
Profile compiled from Fortis Group Advisors LLC's public SEC Form ADV filing (CRD #290427, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fortis Group Advisors LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Fortis Group Advisors LLC? Claim this profile.