CRD: 304494
Fortis Private Wealth Advisors, LLC
Miami, FL, 33126
3054169093
$124.4M Total AUM
$124.4M Disc. AUM
-- 3Y CAGR
3 Employees
9 ADV. Clients
6 yrs Firm Age
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- Custodian
- Merrill Lynch · Pershing · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-15-2019
- Office Locations
- 1
Office Locations
6100 Blue Lagoon Drive Suite 160 Miami FL
About Fortis Private Wealth Advisors, LLC
Fortis Private Wealth Advisors, LLC is a Miami-based RIA. The firm has been operating for 6 years. Managing $124.4M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch and Pershing. Services offered include Asset Management, Insurance.
Team overview
-- AVG AGE
$124.4M AVG AUM / ADVISOR
$13.8M AVG AUM / CLIENT
6.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Pathway Unison catalyst Quantum unison Capital Beacon Signal Vector
Client Personas
Ember
Investment Themes
Glacier beacon Momentum summit Matrix legacy Crest
Investment Vehicles
Summit Legacy alpha
Services
Radial matrix Alpha
Owner & Executives
L
LETICIA LAURA SANTIAGO
Chief Compliance Officer, Managing Director
- CRD
- #1811434
- Ownership
- 75% or more
(850) 525-3490
signal.frontier@primecapital.com
in linkedin.com/in/frontier-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $124,412,527 | $8,294,168 |
| Non-Discretionary | $0 | -- |
| Total | $124,412,527 | $8,294,168 |
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Separately Managed Accounts
Total SMA Asset: $124,412,527
U.S. Government/Agency:
33.6% Public Funds:
10.2% Cash:
12.2% Corporate - Investment Grade:
26.0% Corporate - Non-Investment Grade:
18.0% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,943,721,831 | 33.6% |
| Public Funds | $590,058,413 | 10.2% |
| Cash | $705,756,141 | 12.2% |
| Corporate - Investment Grade | $1,504,070,465 | 26.0% |
| Corporate - Non-Investment Grade | $1,041,279,553 | 18.0% |
| Total | $5,784,886,403 | 100.0% |