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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