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FIDELIS INVESTORS, LLC
FIDELIS INVESTORS, LLC
CRANFORD, New Jersey
·
6 registered advisors
·
CRD# 306920
SEC# 801-119006
0
908-402-8132
01
Firm Overview
AUM
$879M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at FIDELIS INVESTORS, LLC
6 registered advisors
Brian J Tortorella
CRANFORD, New Jersey
CRD# 4542378
Dainian Shen
CRANFORD, New Jersey
CRD# 7220257
Daisuke Hirokawa
CRANFORD, New Jersey
CRD# 7718232
Lucy Karongo
CRANFORD, New Jersey
CRD# 5349698
Michael Andrew Tessitore
CRANFORD, New Jersey
CRD# 4789751
Michael Nolan Fassnacht
CRANFORD, New Jersey
CRD# 5336795
05
Office Locations
CRANFORD, New Jersey
6 advisors
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Data sourced from SEC Form ADV filings. FIDELIS INVESTORS, LLC (CRD# 306920) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.