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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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
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