FIDELIS WEALTH ADVISORS - Financial Advisor in Colorado, Castle Rock

Tel: 303-800-4683 20 N Wilcox Street Suite 106 Castle Rock, Colorado 80104

About FIDELIS WEALTH ADVISORS

FIDELIS WEALTH ADVISORS is a Castle Rock, Colorado based financial advisory firm with nearly $192,939,245 in assets under management and provides investment advisory services for 1005 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

292551

Firm SEC#:

801-122530

Assets Under Management:

$192,939,245

No. of Clients:

1005

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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