Daniel L Kalina

Fortis Group Advisors LLC

19 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Fortis Group Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

26 advisors

Number of Clients

2,780 clients

Average Client Portfolio

$288K average

Assets Under Management

$799.6M

Fee Structure

Minimum Investment:$50K

Location

345 Kinderkamack Road, Suite B, Westwood, NJ, 07675

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2010

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Daniel is an advisor at Christopher Edwards Financial Associates, LLP, and an owner at Kalina Financial Services, both involving non-variable insurance. These activities are investment-related.