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Fortis Private Wealth Advisors

Wealth ManagerMiami, United States
$100M
Assets Under Management
Miami
Headquarters
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About Fortis Private Wealth Advisors

Fortis Private Wealth Advisors, LLC is a financial advisor company based in Miami, Florida. The company administers $94.3 million in assets under management across 16 client accounts. The firm has a small team of three employees, two of whom are financial advisors

Preferred Investment Types

Investment FundsPrivate EquityVenture Capital

Preferred Sectors & Themes

Conservative AllocationEquity/Mutual FundsEquity SecuritiesOptions Trading FinanceTraditional Investments (Liquid Assets)

Preferred Geographies

Latin America

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Frequently asked questions

What type of investor is Fortis Private Wealth Advisors?

Fortis Private Wealth Advisors is a wealth manager based in Miami, United States, managing approximately $100M in assets.

Where is Fortis Private Wealth Advisors headquartered?

Fortis Private Wealth Advisors is headquartered in Miami, United States.

How much does Fortis Private Wealth Advisors manage?

Fortis Private Wealth Advisors manages approximately $100M in assets under management.

What does Fortis Private Wealth Advisors invest in?

Fortis Private Wealth Advisors focuses on Investment Funds, Private Equity, Venture Capital, Conservative Allocation, Equity/Mutual Funds, Equity Securities, Options Trading Finance, Traditional Investments (Liquid Assets).

How can I contact Fortis Private Wealth Advisors?

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