Fortis Portfolio Solutions, LLC
● SEC registered since 2021CRD 314886SEC# 801-121713Chicago, IL
Reg. AUM
$140M
Employees
2
Accounts
276
Location
Chicago, IL
Fortis Portfolio Solutions, LLC assets under management
Fortis Portfolio Solutions, LLC operates as an SEC-registered investment adviser based in Chicago, IL. The firm has been registered since 2021. It reports $140 million in regulatory assets under management and employs 2 people.
Fortis Portfolio Solutions, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Vincent Guzy Control | Cco | Under 5% | 2021 |
| Meridith Louise Hutchens Control | Manager | Over 75% | 2021 |
Frequently asked questions
How much does Fortis Portfolio Solutions, LLC manage?
Fortis Portfolio Solutions, LLC reports $140 million in regulatory assets under management on its Form ADV.
How many employees does Fortis Portfolio Solutions, LLC have?
Fortis Portfolio Solutions, LLC reports 2 employees.
Where is Fortis Portfolio Solutions, LLC located?
Fortis Portfolio Solutions, LLC is based in Chicago, IL and has been SEC-registered since 2021.
Does Fortis Portfolio Solutions, LLC disclose fund performance?
Fortis Portfolio Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 E. Randolph St, Suite 5100, Chicago, IL 60601 |
| Phone | 713-854-6442 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2064867 |
| Discloses disciplinary history | No |
Regulatory AUM
$140M▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$140Mregulatory AUM
Discretionary $140M