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FIDELIS IM, LLC
FIDELIS IM, LLC
FIDELIS IM
MEDFORD, Oregon
·
2 registered advisors
·
CRD# 162985
SEC# 801-118351
0
541-770-1311
01
Firm Overview
AUM
$269M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at FIDELIS IM, LLC
2 registered advisors
Keegan Jay Denn
MEDFORD, Oregon
CRD# 5783555
Tracy Le Ann Richards
MEDFORD, Oregon
CRD# 6041222
05
Office Locations
MEDFORD, Oregon
2 advisors
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Data sourced from SEC Form ADV filings. FIDELIS IM, LLC (CRD# 162985) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.