FIDELIS INVESTORS, LLC

CRANFORD, New Jersey·6 registered advisors·CRD# 306920
SEC# 801-1190060908-402-8132
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 PlanningWealth Management
04

Advisors at FIDELIS INVESTORS, LLC

6 registered advisors
Brian J Tortorella
CRANFORD, New Jersey
Dainian Shen
CRANFORD, New Jersey
Daisuke Hirokawa
CRANFORD, New Jersey
Lucy Karongo
CRANFORD, New Jersey
Michael Andrew Tessitore
CRANFORD, New Jersey
Michael Nolan Fassnacht
CRANFORD, New Jersey
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.