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Building 2FIDELIS IM

Map pinMEDFORD, OR
Phone541-770-1311
NotebookSEC #801-118351
Total AUM
$306.1M
Employees
3
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2950 E. BARNETT ROAD
MEDFORD
OR 97504
United States
Operating Hours
8:00 A.M. TO 4:00 P.M.
Monday - Friday
Phone
541-770-1311

ReceiptFinancials

Total AUM
$306.1M
Accounts
596
Discretionary
$306.1M
Accounts
596
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
183
AUM
$60M
HNW Individual Clients
63
AUM
$160.9M
Pension/Profit Sharing Plan Clients
29
AUM
$85.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLANNING SERVICES FOR QUALIFIED PLANS (401K, 403B)
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAOR

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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