Fortis Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 164498
- SEC number
- 801-80177
- Firm type
- RIA
- Assets under management
- $584.3M as of Mar 27, 2026
- Website
- www.linkedin.com/COMPANY/FORTISFAMILYOFFICE ↗
- Phone
- 610-313-0910
- Address
- 656 E. Swedesford Road, Wayne, PA, 19087
Advisors at this firm
3 in our index · page 1 of 1
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Derek Brock BolesCRD 4266820 · Wayne, PAIA RegisteredDisclosure event(s) on record
-
Randall Scot HubschmidtCRD 6257111 · Wayne, PAIA Registered
-
Marlene D MussoCRD 6256702 · Wayne, PAIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 164498 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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