CORDIS FINANCIAL, LLC

3001 Broadway Street Ne
Suite 100
Minneapolis, Minnesota 55413
Tel: (612) 268-2620

About CORDIS FINANCIAL, LLC

CORDIS FINANCIAL, LLC, formally registered with the SEC as CORDIS FINANCIAL, LLC. The firm was established in 05/15/2018. They have over 1 offices throughout the country.

CORDIS FINANCIAL, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $317,629,656 assets under management, offering retirement planning & investment advisory services to 851 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	294766
SEC#	801-113230
Assets Managed by Firm	$317,629,656
No. of Clients	851
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	851	$317,629,656
Individuals (other than high net worth individuals)	181	$78,285,666
High net worth individuals	103	$239,343,990

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Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
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THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

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