Fortis Wealth Management Revenue

Investment Management • North America, United States • 1-10 Employees

Fortis Wealth Management revenue & valuation

Annual revenue	$427,775
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$1,400,000
Total funding	No funding

Key Contact at Fortis Wealth Management

Eric Bruns

Director, Employer Retirement Plans

Company overview

Headquarters	North America, United States
Website	investfortis.com
NAICS	5231
SIC	736
Founded	2015
Employees	1-10

About Fortis Wealth Management

At Fortis Wealth Management, our mission is to enable our clients to take control of their financial futures. We strive to help clients create and preserve wealth. We understand that individual financial goals, risk tolerances, and circumstances vary. Based on these criteria, we seek to: - Provide value by recommending appropriate financial strategies and solutions - Build customized investment portfolios for wealth preservation and growth - Provide service without conflicts of interest Visit our website to learn more and to schedule your complimentary consultation with Managing Partner, Anthony F. Winkels. Fortis Wealth Management LLC is a registered investment advisor in NC, CA, FL, LA, TX, VA, and WA.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Fortis Wealth Management has never raised funding before.

Frequently asked questions

Fortis Wealth Management is located in North America, US.

Fortis Wealth Management generates an estimated annual revenue of $427,775. This revenue figure reflects the company's market position and business performance in its industry.

Fortis Wealth Management has an estimated valuation of $1,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Fortis Wealth Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Fortis Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Fortis Wealth Management

Eric Bruns

Director, Employer Retirement Plans

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