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FIDELIS INVESTORS, LLC
25 Commerce Drive, Suite 330
Cranford, New Jersey 07016
Tel: 908-402-8132
About FIDELIS INVESTORS, LLC
FIDELIS INVESTORS, LLC, formally registered with the SEC as FIDELIS INVESTORS, LLC. The firm was established in 07/08/2020. They have over 1 offices throughout the country.
FIDELIS INVESTORS, LLC is a Cranford, New Jersey based Financial Planning firm with nearly $878,928,676 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306920 |
| SEC# | 801-119006 |
| Assets Managed by Firm | $878,928,676 |
| No. of Clients | 7 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7 | $878,928,676 |
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