Tech stack
No one at Fortis Group Advisors LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Schwab
Per Form ADV · $694M held · filed Nov 2024
LPL Financial
Per Form ADV · $90M held · filed Nov 2024