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Fortis Family Office

EST. AUM
$584,315,081

CONTACTS
4

CLIENT ACCOUNTS
344

Firm Details

Metro area Philadelphia
CRD Number 164498
Website fortisfamilyoffice.com
Client types

Overview

Fortis Family Office has been dedicated to guiding, protecting, and enhancing the financial futures of families for over a century. Their comprehensive "Family Office" approach emphasizes understanding the entirety of a client's financial landscape, rather than solely focusing on investable assets. This positions Fortis to deliver significant value and tailored solutions in tax, estate planning, cash flow management, wealth management, and philanthropic initiatives. Fortis Advisors, LLC is a registered investment advisor based in Pennsylvania, compliant with the Securities and Exchange Commission under the Investment Adviser Act of 1940. Past performance does not guarantee future results.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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