FORTIS ASSET MANAGEMENT, INC.
Legal name: FORTIS ASSET MANAGEMENT
CRD #174199 SEC #801-107050 DENVER, CO (720) 644-2313
SEC Registered Private Funds
Total AUM
$143.5M
Discretionary
$143.5M
Employees
6
Clients
1
Accounts
65
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 5, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MYERS, DEBORAH, STILLMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, DEBORAH, STILLMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, DEBORAH, STILLMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, DEBORAH, STILLMAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NORINS, MICHAEL, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| NORINS, MICHAEL, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| NORINS, MICHAEL, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| NORINS, MICHAEL, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| NORINS, MICHAEL, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| NORINS, MICHAEL, MILLER | I | CHIEF OPERATING OFFICER | NA | Control |
| RITTER, KRISTEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RITTER, KRISTEN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FORTIS PRIVATE BANK | DE | SHAREHOLDER | E | Control |
| FORTIS PRIVATE BANK | DE | SHAREHOLDER | E | Control |
| FORTIS PRIVATE BANK | DE | SHAREHOLDER | E | Control |
| FORTIS PRIVATE BANK | DE | SHAREHOLDER | E | Control |
| FRONT RANGE BANK | DE | SHAREHOLDER | E | Control |
| FRONT RANGE BANK | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FRB BANCSHARES, INC. | DE | FRONT RANGE BANK | E | Control |
| FRB BANCSHARES, INC. | DE | FRONT RANGE BANK | E | Control |
| FRB BANCSHARES, INC. | DE | FRONT RANGE BANK | E | Control |
| FRB BANCSHARES, INC. | DE | FORTIS PRIVATE BANK | E | Control |
| FRB BANCSHARES, INC. | DE | FORTIS PRIVATE BANK | E | Control |
| FRB BANCSHARES, INC. | DE | FRONT RANGE BANK | E | Control |
Registrations
Federal
IA
Aug 5, 2016 REGISTERED
Notice Filings (2)
CO NE
Address
1550 17TH STSUITE 100
DENVER, CO 80202
United States
Phone: (720) 644-2313