CRD: 128060
Fortius Financial Advisors, LLC
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- Custodian
- Fidelity/NFS · TD Ameritrade · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-27-2003
- Office Locations
- 2
Office Locations
About Fortius Financial Advisors, LLC
Fortius Financial Advisors, LLC is a Salt Lake City RIA providing investment policy design, portfolio construction, and wealth planning (tax, estate, retirement, insurance). The firm emphasizes low-cost, diversified asset allocation and commonly implements portfolios using ETFs and municipal bonds. Works with retail and institutional clients, including entrepreneurs, and uses Nitrogen (Riskalyze) in its process.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEANNE MARIE DEITZ
Chief Compliance Officer
- CRD
- #2658701
- Ownership
- 5% but less than 10%
JEFF MICHAEL BOLLINGER
Chief Investment Officer, Investment Advisor Representative
- CRD
- #2445055
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROBERTO G BUCHANAN
Investment Advisor
- CRD
- #4244111
JARED MARSHALL CLAYTON
President
- CRD
- #4132656
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,176,294 | $199,096 |
| Non-Discretionary | $675,104 | $17,280 |
| Total | $10,851,398 | $159,571 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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