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FORTIS PRIVATE WEALTH ADVISORS

EIN 84-1886837-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$251K assets
Welfare
0
Participants
5
6100 BLUE LAGOON DR STE 160 - MIAMI, FL 331262085786-295-6228
Plans on this EIN
1 filing
#001401k-$251K - 5 part

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Retirement#001

FORTIS PRIVATE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$251K
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTIS PRIVATE WEALTH ADVISORS 401(K) PROFIT SHARING PLAN & TRUST401k$251K52025
Retirement plans
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