FORTIS GROUP ADVISORS LLC
CRD #290427 SEC #801-112236 WESTWOOD, NJ 201-383-0630
SEC Registered
Total AUM
$799.6M
Discretionary
$790.5M
Employees
39
Clients
1
Accounts
4,733
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $799.6M | $790.5M | $9.1M | 39 | 0 |
| Oct 2025 | $799.6M | $790.5M | $9.1M | 39 | 0 |
| Jun 2025 | $799.6M | $790.5M | $9.1M | 39 | 0 |
| Feb 2025 | $799.6M | $790.5M | $9.1M | 39 | 0 |
| Feb 2025 | $799.6M | $790.5M | $9.1M | 39 | 0 |
| Nov 2024 | $783.3M | $731.7M | $51.6M | 34 | 0 |
| Oct 2024 | $783.3M | $731.7M | $51.6M | 34 | 0 |
| Feb 2024 | $783.3M | $731.7M | $51.6M | 34 | 0 |
| Feb 2024 | $783.3M | $731.7M | $51.6M | 34 | 0 |
| Dec 2023 | $748.2M | $711M | $37.2M | 42 | 2 |
| Nov 2023 | $748.2M | $711M | $37.2M | 42 | 2 |
| Jul 2023 | $748.2M | $711M | $37.2M | 42 | 2 |
| Mar 2023 | $748.2M | $711M | $37.2M | 42 | 2 |
| Jan 2023 | $748.2M | $711M | $37.2M | 42 | 2 |
| Mar 2022 | $835.8M | $799.1M | $36.7M | 41 | 2 |
| Jan 2022 | $835.8M | $799.1M | $36.7M | 41 | 2 |
| Sep 2021 | $751.8M | $705.7M | $46.2M | 41 | 2 |
| Jul 2021 | $751.8M | $705.7M | $46.2M | 41 | 2 |
| May 2021 | $751.8M | $705.7M | $46.2M | 41 | 2 |
| Apr 2021 | $751.8M | $705.7M | $46.2M | 41 | 2 |
| Apr 2021 | $751.8M | $705.7M | $46.2M | 41 | 2 |
| Mar 2021 | $751.8M | $705.7M | $46.2M | 41 | 2 |
| Mar 2021 | $751.8M | $705.7M | $46.2M | 41 | 2 |
| Mar 2021 | $751.8M | $705.7M | $46.2M | 41 | 2 |
| Feb 2021 | $751.8M | $705.7M | $46.2M | 41 | 2 |
| Dec 2020 | $731.1M | $708.1M | $23M | 41 | 2 |
| Jun 2020 | $731.1M | $708.1M | $23M | 41 | 2 |
| Jun 2020 | $731.1M | $708.1M | $23M | 41 | 2 |
| Mar 2020 | $731.1M | $708.1M | $23M | 41 | 2 |
| Jan 2020 | $731.1M | $708.1M | $23M | 41 | 2 |
| May 2019 | $615.5M | $615.5M | $0 | 23 | 0 |
| Mar 2019 | $615.5M | $615.5M | $0 | 23 | 0 |
| Feb 2019 | $615.5M | $615.5M | $0 | 23 | 0 |
| Jan 2019 | $615.5M | $615.5M | $0 | 23 | 0 |
| Dec 2018 | $173.2M | $169.6M | $3.6M | 20 | 0 |
| Nov 2018 | $173.2M | $169.6M | $3.6M | 20 | 0 |
| Oct 2018 | $173.2M | $169.6M | $3.6M | 20 | 0 |
| Oct 2018 | $173.2M | $169.6M | $3.6M | 20 | 0 |
| Sep 2018 | $173.2M | $169.6M | $3.6M | 20 | 0 |
| Aug 2018 | $173.2M | $169.6M | $3.6M | 20 | 0 |
| Jul 2018 | $173.2M | $169.6M | $3.6M | 4 | 0 |
| Jun 2018 | $173.2M | $169.6M | $3.6M | 4 | 0 |
| Mar 2018 | $173.2M | $169.6M | $3.6M | 4 | 0 |
| Mar 2018 | $0 | $0 | $0 | 4 | 0 |
| Feb 2018 | $0 | $0 | $0 | 4 | 0 |
| Feb 2018 | $0 | $0 | $0 | 4 | 0 |
| Nov 2017 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$799.6M
Discretionary$790.5M
Non-Disc.$9.1M
Employees39
Clients0
DateOct 2025
Total AUM$799.6M
Discretionary$790.5M
Non-Disc.$9.1M
Employees39
Clients0
DateJun 2025
Total AUM$799.6M
Discretionary$790.5M
Non-Disc.$9.1M
Employees39
Clients0
DateFeb 2025
Total AUM$799.6M
Discretionary$790.5M
Non-Disc.$9.1M
Employees39
Clients0
DateFeb 2025
Total AUM$799.6M
Discretionary$790.5M
Non-Disc.$9.1M
Employees39
Clients0
DateNov 2024
Total AUM$783.3M
Discretionary$731.7M
Non-Disc.$51.6M
Employees34
Clients0
DateOct 2024
Total AUM$783.3M
Discretionary$731.7M
Non-Disc.$51.6M
Employees34
Clients0
DateFeb 2024
Total AUM$783.3M
Discretionary$731.7M
Non-Disc.$51.6M
Employees34
Clients0
DateFeb 2024
Total AUM$783.3M
Discretionary$731.7M
Non-Disc.$51.6M
Employees34
Clients0
DateDec 2023
Total AUM$748.2M
Discretionary$711M
Non-Disc.$37.2M
Employees42
Clients2
DateNov 2023
Total AUM$748.2M
Discretionary$711M
Non-Disc.$37.2M
Employees42
Clients2
DateJul 2023
Total AUM$748.2M
Discretionary$711M
Non-Disc.$37.2M
Employees42
Clients2
DateMar 2023
Total AUM$748.2M
Discretionary$711M
Non-Disc.$37.2M
Employees42
Clients2
DateJan 2023
Total AUM$748.2M
Discretionary$711M
Non-Disc.$37.2M
Employees42
Clients2
DateMar 2022
Total AUM$835.8M
Discretionary$799.1M
Non-Disc.$36.7M
Employees41
Clients2
DateJan 2022
Total AUM$835.8M
Discretionary$799.1M
Non-Disc.$36.7M
Employees41
Clients2
DateSep 2021
Total AUM$751.8M
Discretionary$705.7M
Non-Disc.$46.2M
Employees41
Clients2
DateJul 2021
Total AUM$751.8M
Discretionary$705.7M
Non-Disc.$46.2M
Employees41
Clients2
DateMay 2021
Total AUM$751.8M
Discretionary$705.7M
Non-Disc.$46.2M
Employees41
Clients2
DateApr 2021
Total AUM$751.8M
Discretionary$705.7M
Non-Disc.$46.2M
Employees41
Clients2
DateApr 2021
Total AUM$751.8M
Discretionary$705.7M
Non-Disc.$46.2M
Employees41
Clients2
DateMar 2021
Total AUM$751.8M
Discretionary$705.7M
Non-Disc.$46.2M
Employees41
Clients2
DateMar 2021
Total AUM$751.8M
Discretionary$705.7M
Non-Disc.$46.2M
Employees41
Clients2
DateMar 2021
Total AUM$751.8M
Discretionary$705.7M
Non-Disc.$46.2M
Employees41
Clients2
DateFeb 2021
Total AUM$751.8M
Discretionary$705.7M
Non-Disc.$46.2M
Employees41
Clients2
DateDec 2020
Total AUM$731.1M
Discretionary$708.1M
Non-Disc.$23M
Employees41
Clients2
DateJun 2020
Total AUM$731.1M
Discretionary$708.1M
Non-Disc.$23M
Employees41
Clients2
DateJun 2020
Total AUM$731.1M
Discretionary$708.1M
Non-Disc.$23M
Employees41
Clients2
DateMar 2020
Total AUM$731.1M
Discretionary$708.1M
Non-Disc.$23M
Employees41
Clients2
DateJan 2020
Total AUM$731.1M
Discretionary$708.1M
Non-Disc.$23M
Employees41
Clients2
DateMay 2019
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees23
Clients0
DateMar 2019
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees23
Clients0
DateFeb 2019
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees23
Clients0
DateJan 2019
Total AUM$615.5M
Discretionary$615.5M
Non-Disc.$0
Employees23
Clients0
DateDec 2018
Total AUM$173.2M
Discretionary$169.6M
Non-Disc.$3.6M
Employees20
Clients0
DateNov 2018
Total AUM$173.2M
Discretionary$169.6M
Non-Disc.$3.6M
Employees20
Clients0
DateOct 2018
Total AUM$173.2M
Discretionary$169.6M
Non-Disc.$3.6M
Employees20
Clients0
DateOct 2018
Total AUM$173.2M
Discretionary$169.6M
Non-Disc.$3.6M
Employees20
Clients0
DateSep 2018
Total AUM$173.2M
Discretionary$169.6M
Non-Disc.$3.6M
Employees20
Clients0
DateAug 2018
Total AUM$173.2M
Discretionary$169.6M
Non-Disc.$3.6M
Employees20
Clients0
DateJul 2018
Total AUM$173.2M
Discretionary$169.6M
Non-Disc.$3.6M
Employees4
Clients0
DateJun 2018
Total AUM$173.2M
Discretionary$169.6M
Non-Disc.$3.6M
Employees4
Clients0
DateMar 2018
Total AUM$173.2M
Discretionary$169.6M
Non-Disc.$3.6M
Employees4
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0