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Building 2FIDELIS FINANCIAL PLANNING, LLC

Map pinSAINT CHARLES, MO
Phone636-922-9252
NotebookSEC #801-131701
Total AUM
$160M
Employees
2
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
42 PORTWEST CT
SAINT CHARLES
MO 63303-5958
United States
Operating Hours
9-5
Monday - Friday
Phone
636-922-9252
Other Offices
1

ReceiptFinancials

Total AUM
$160M
Accounts
458
Discretionary
$160M
Accounts
458
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
89
AUM
$50M
HNW Individual Clients
60
AUM
$110M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MOTX

HandshakeAffiliates

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

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