FORTIS PORTFOLIO SOLUTIONS, LLC
CRD #314886 SEC #801-121713 CHICAGO, IL 713-854-6442
SEC Registered
Total AUM
$128.6M
Discretionary
$128.6M
Employees
5
Clients
0
Accounts
245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $128.6M | $128.6M | $0 | 5 | 98 |
| Mar 2025 | $128.6M | $128.6M | $0 | 5 | 98 |
| Mar 2024 | $148.6M | $148.6M | $0 | 5 | 98 |
| Apr 2023 | $141.6M | $141.6M | $0 | 2 | 1,101 |
| Mar 2023 | $141.6M | $141.6M | $0 | 2 | 1,101 |
| Dec 2022 | $213.9M | $213.9M | $0 | 2 | 1,101 |
| Apr 2022 | $213.9M | $213.9M | $0 | 2 | 1,101 |
| Oct 2021 | $0 | $0 | $0 | 1 | 0 |
| Sep 2021 | $0 | $0 | $0 | 1 | 0 |
| Aug 2021 | $0 | $0 | $0 | 1 | 0 |
| Jul 2021 | $0 | $0 | $0 | 1 | 0 |
| Jun 2021 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients98
DateMar 2025
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees5
Clients98
DateMar 2024
Total AUM$148.6M
Discretionary$148.6M
Non-Disc.$0
Employees5
Clients98
DateApr 2023
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees2
Clients1,101
DateMar 2023
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees2
Clients1,101
DateDec 2022
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees2
Clients1,101
DateApr 2022
Total AUM$213.9M
Discretionary$213.9M
Non-Disc.$0
Employees2
Clients1,101
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0