FORTIUS FINANCIAL ADVISORS, LLC
CRD #128060 SEC #801-71571 SALT LAKE CITY, UT 888-365-7009
SEC Registered Private Funds Disclosures
Total AUM
$70M
Discretionary
$68.8M
Employees
1
Clients
--
Accounts
302
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2015 | $55.1M | $53.8M | $1.3M | 6 | 150 |
| Jun 2015 | $55.1M | $53.8M | $1.3M | 6 | 150 |
| Mar 2015 | $55.1M | $53.8M | $1.3M | 5 | 150 |
| Feb 2015 | $55.1M | $53.8M | $1.3M | 5 | 150 |
| Apr 2014 | $67.9M | $66.9M | $1M | 7 | 150 |
| Mar 2013 | $67.7M | $66.7M | $1M | 7 | 150 |
| Oct 2012 | $70M | $68.8M | $1.2M | 1 | 150 |
| Mar 2012 | $53.5M | $53.1M | $351.1K | 1 | 150 |
| Feb 2012 | $53.5M | $53.1M | $351.1K | 1 | 150 |
| Aug 2011 | $75.1M | $40M | $35.2M | 5 | -- |
| Mar 2011 | $75.1M | $40M | $35.2M | 5 | -- |
| Jun 2010 | $27.9M | $26M | $1.8M | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
| May 2004 | $0 | $0 | $0 | 5 | -- |
| Apr 2004 | $0 | $0 | $0 | 5 | -- |
| Oct 2003 | $0 | $0 | $0 | 5 | -- |
DateJul 2015
Total AUM$55.1M
Discretionary$53.8M
Non-Disc.$1.3M
Employees6
Clients150
DateJun 2015
Total AUM$55.1M
Discretionary$53.8M
Non-Disc.$1.3M
Employees6
Clients150
DateMar 2015
Total AUM$55.1M
Discretionary$53.8M
Non-Disc.$1.3M
Employees5
Clients150
DateFeb 2015
Total AUM$55.1M
Discretionary$53.8M
Non-Disc.$1.3M
Employees5
Clients150
DateApr 2014
Total AUM$67.9M
Discretionary$66.9M
Non-Disc.$1M
Employees7
Clients150
DateMar 2013
Total AUM$67.7M
Discretionary$66.7M
Non-Disc.$1M
Employees7
Clients150
DateOct 2012
Total AUM$70M
Discretionary$68.8M
Non-Disc.$1.2M
Employees1
Clients150
DateMar 2012
Total AUM$53.5M
Discretionary$53.1M
Non-Disc.$351.1K
Employees1
Clients150
DateFeb 2012
Total AUM$53.5M
Discretionary$53.1M
Non-Disc.$351.1K
Employees1
Clients150
DateAug 2011
Total AUM$75.1M
Discretionary$40M
Non-Disc.$35.2M
Employees5
Clients--
DateMar 2011
Total AUM$75.1M
Discretionary$40M
Non-Disc.$35.2M
Employees5
Clients--
DateJun 2010
Total AUM$27.9M
Discretionary$26M
Non-Disc.$1.8M
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--