FIDELIS IM
Tel: 541-770-1311 2950 E. Barnett Road Medford, Oregon 97504
About FIDELIS IM
FIDELIS IM is a Medford, Oregon based financial advisory firm with nearly $269,211,996 in assets under management and provides investment advisory services for 564 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
162985
Firm SEC#:
801-118351
Assets Under Management:
$269,211,996
No. of Clients:
564
No. of Advisors:
3
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (RETIREMENT PLANNING SERVICES FOR QUALIFIED PLANS (401K, 403B))
Fee Structure:
A percentage of AUM
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