SEC CRD #801-80177
Fortis Family Office gives our clients the freedom to live life purposefully through tax advisory and compliance, investment management and wealth planning. Along with PNC Bank, we provide end-to-end solutions on private M&A deals to expertly manage closing and beyond. Fortis Advisors, LLC is a Pennsylvania-based investment advisor registered with the Securities and Exchange Commission under the Investment Adviser Act of 1940.
COLLEEN KELLY
CHIEF COMPLIANCE OFFICER
📞 (610) 313-0910
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AUM
$584M
Location
WAYNE, PA
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