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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| Guzy, David, Vincent | I | CCO | NA | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
| HUTCHENS, MERIDITH, LOUISE | I | MANAGER | E | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (13)
AZ CA DE FL IL IN MI NC NH NJ NY PA TX
Address
200 E. RANDOLPH STSUITE 5100
CHICAGO, IL 60601
United States
Phone: 713-854-6442