FORTIS PORTFOLIO SOLUTIONS, LLC

FORTIS PORTFOLIO SOLUTIONS, LLC of CHICAGO, IL is an SEC-registered investment adviser (CRD 314886). Regulatory assets under management: $140.0M.

Registration

• CRD: 314886
• SEC file number: 801-121713
• Type: Registered investment adviser
• Location: 200 E. RANDOLPH ST, SUITE 5100, CHICAGO, IL, 60601
• Phone: 713-854-6442
• Latest filing: 2026-03-26
• Regulatory AUM: $140.0M
• Discretionary AUM: $140.0M
• Clients: 2
• Accounts: 276

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314886 on SEC IAPD (source of record)
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