Aaron
Saoud

Fortis Capital Advisors, LLC

CRD#7112110
Investment Advisor
in Troy, MI

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About this Advisor

Aaron Saoud is a financial advisor based in Troy, Michigan, working with Fortis Capital Advisors, LLC. Aaron has previously held positions at Ae Wealth Management, LLC, Saoud Retirement, LLC, Aws Law Firm, LLC, Bill Saoud Financial, LLC, Saoud Law LLC, Consuegra Law Firm, Saoud Financial, and Fortis Capital Advisors, LLC. Aaron has passed the Series 65 regulatory exam and is registered to provide services in Florida and Michigan. Currently, Aaron is part of Fortis Capital Advisors, LLC, which operates out of Troy, Michigan. The firm has 20 offices and 36 employees. The firm manages assets totaling $331.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Fortis Capital Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

100 W. Big Beaver Road Suite 200
Troy, MI 48084

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Fortis Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$331,804,625

MI Average: $2,243,162,756
Total Number of Employees

36

MI Average: 44
Total Number of Accounts

1,024

MI Average: 4,091
Average Account Size

$324,028

MI Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Aaron Saoud Work History

2023 - Present (1 year)

Fortis Capital Advisors, LLC

2019 - Present (5 years)

Saoud Financial

2018 - Present (6 years)

Saoud Retirement, LLC

2018 - Present (6 years)

Aws Law Firm, LLC

2019 - 2023 (4 years)

Ae Wealth Management, LLC

2016 - 2018 (2 years)

Bill Saoud Financial, LLC

2015 - 2017 (2 years)

Saoud Law LLC

2012 - 2015 (3 years)

Consuegra Law Firm

Disclosures

Please visit the SEC profile of Aaron Saoud to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fortis Capital Advisors, LLC

Elzbieta Jarzabek
Barrington, IL
Matthew Joyner
Prairie Village, KS
Matthew Alfonzetti
Prairie Village, KS
Joseph Palumbo
Prairie Village, KS
James Balk
Prairie Village, KS
David Palladino
Southington, CT
Daniel Mcgurl
Prairie Village, KS
Kari Timonen
Brooklyn, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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