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FIDELIS IM
2950 E. Barnett Road
Medford, Oregon 97504
Tel: 541-770-1311
About FIDELIS IM
FIDELIS IM, formally registered with the SEC as FIDELIS IM. The firm was established in 04/07/2020. They have over 1 offices throughout the country.
FIDELIS IM is a Medford, Oregon based Financial Planning firm with nearly $269,211,996 assets under management, offering retirement planning & investment advisory services to 564 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 162985 |
| SEC# | 801-118351 |
| Assets Managed by Firm | $269,211,996 |
| No. of Clients | 564 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (RETIREMENT PLANNING SERVICES FOR QUALIFIED PLANS (401K, 403B))
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 564 | $269,211,996 |
| Individuals (other than high net worth individuals) | 169 | $50,814,922 |
| High net worth individuals | 38 | $116,583,491 |
| Pension and profit sharing plans | 25 | $101,813,583 |
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