FIDELIS CAPITAL - Financial Advisor in Florida, Tampa

Tel: 813-934-6246 4221 W Boy Scout Blvd Suite 730 Tampa, Florida 33607

About FIDELIS CAPITAL

FIDELIS CAPITAL is a Tampa, Florida based financial advisory firm with nearly $1,679,491,291 in assets under management and provides investment advisory services for 957 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

322287

Firm SEC#:

801-126176

Assets Under Management:

$1,679,491,291

No. of Clients:

957

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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801-70942

146

264

$92,968,371,160

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801-60690

$13,054,420,667

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323135

801-126555

18097

146

$6,256,967,921

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168625

801-78514

$5,490,380,153

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$4,807,690,865

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