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Building 2FIDELIS CAPITAL, LLC

Map pinBIRMINGHAM, AL
Phone205.578.0592
NotebookSEC #801-67192
Total AUM
$18.3M
Employees
1
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
820 SHADES CREEK PKWY.
STE. 1200
BIRMINGHAM
AL 35209
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
205.578.0592

ReceiptFinancials

Total AUM
$18.3M
Accounts
3
Discretionary
$6.3M
Accounts
2
Non-Discretionary
$12M
Accounts
1

ContactClients

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HNW Individual Clients
2
AUM
$6.3M
Pooled Vehicle Clients
1
AUM
$12M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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