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Building 2CORDIS FINANCIAL, LLC

Map pinMINNEAPOLIS, MN
Phone(612) 268-2620
NotebookSEC #801-113230
Total AUM
$360.7M
Employees
7
Clients
273

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3001 BROADWAY STREET NE
SUITE 100
MINNEAPOLIS
MN 55413
United States
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
(612) 268-2620

ReceiptFinancials

Total AUM
$360.7M
Accounts
856
Discretionary
$360.7M
Accounts
856
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
170
AUM
$95.2M
HNW Individual Clients
102
AUM
$265.5M
Charitable Organization Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZMNNE

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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