Fortius Advisors

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

4001 S 700 E Ste 554, Salt Lake City, Ut...

Phone Number

(801) 505-4180

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Fortius Advisors

Fortius Advisors is a fee-only registered investment advisory firm with offices in Utah and Florida, providing wealth advisory services since 2003. They offer comprehensive financial counseling and investment management tailored to individuals, business entities, and non-profit clients. The firm emphasizes a low-cost, diversified approach to meet clients' underlying needs through customized solutions for investment management, retirement planning, and alternative investments. Their philosophy centers on achieving investment success without relying on outsized returns or impractical financial habits.Explore more
Fortius Advisors's Social MediaPopular SearchesFortius Advisors LLCFortius Capital LLCFortius LLCFortius AdvisorsFortius Financial Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Fortius Advisors Org Chart

PhoneEmail
JD
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Chief Compliance Officer & Manager, Operation...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fortius Advisors

<$5M
1-10
Private
-
2003
JD
Jeanne DeitzChief Compliance Officer & Manager, Operations
<$5M
11-50
Private
<$5M
2008
LH
Larry HarveyFounder & CEO
<$5M
1-10
Private
-
2011
DV
David ValentiPortfolio Manager
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2013
JM
Jeronimo MartinezDirector of Public Funds
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fortius Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fortius Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fortius Advisors.

Fortius Advisors Tech Stack

A closer look at the technologies used by Fortius Advisors

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Frequently Asked Questions Regarding Fortius Advisors

What is Fortius Advisors's official website?
Fortius Advisors's official website is www.fortiusadvisors.com
What is Fortius Advisors's Revenue?
Fortius Advisors's revenue is <$5 Million
What is Fortius Advisors's SIC code?
Fortius Advisors's SIC: 62,628
What is Fortius Advisors's NAICS code?
Fortius Advisors's NAICS: 52,523
How many employees does Fortius Advisors have?
Fortius Advisors has 1-10 employees
What industry does Fortius Advisors belong to?
Fortius Advisors is in the industry of: Finance, Securities Trading
What is Fortius Advisors competition?
Fortius Advisors top competitors include: Wealth Advisory Services, Constant Guidance Financial, Virtue Asset Management, Cresta Advisors
What technology does Fortius Advisors use?
Some of the popular technologies that Fortius Advisors uses are: BlueHost
How do I contact Fortius Advisors?
Fortius Advisors contact info: Phone number: (801) 505-4180 Website: www.fortiusadvisors.com
What does Fortius Advisors do?

Fortius Advisors is a fee-only registered investment advisory firm with offices in Utah and Florida, providing wealth advisory services since 2003. They offer comprehensive financial counseling and investment management tailored to individuals, business entities, and non-profit clients. The firm emphasizes a low-cost, diversified approach to meet c... lients' underlying needs through customized solutions for investment management, retirement planning, and alternative investments. Their philosophy centers on achieving investment success without relying on outsized returns or impractical financial habits.Read More

What are Fortius Advisors social media links?
Fortius Advisors Linkedin page Fortius Advisors Twitter page Fortius Advisors Facebook page
Is Fortius Advisors a public company?
Fortius Advisors is private company therefore does not currently have an official ticker symbol
See more information about Fortius Advisors

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