Fortis Portfolio Solutions, LLC
Fortis Portfolio Solutions, LLC is an SEC-registered mass-market adviser in Chicago, IL with $140.0M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Fortis Portfolio Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314886, SEC 801-121713, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $140.0M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Chicago, IL
- Employees
- 2
- Clients
- 276
- CRD
- 314886
- Ownership
- HUTCHENS, MERIDITH, LOUISE; Guzy, David, Vincent
How much AUM does Fortis Portfolio Solutions, LLC have?
Fortis Portfolio Solutions, LLC reported $140.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Fortis Portfolio Solutions, LLC?
Disclosed owners and executives of Fortis Portfolio Solutions, LLC include HUTCHENS, MERIDITH, LOUISE, Guzy, David, Vincent. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.