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FIDELIS IM
FIDELIS IM, LLC
CRD 162985 · SEC 801-118351
2950 E. BARNETT ROAD, MEDFORD, OR, 97504, United States
Phone
541-770-1311
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$306.1M
Discretionary AUM
$306.1M
Team
3 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)RETIREMENT PLANNING SERVICES FOR QUALIFIED PLANS (401K, 403B)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $60.0M |
| High net worth individuals | 63 | $160.9M |
| Pension/profit sharing plans | 29 | $85.3M |
States served
CA, NE, OR
All web addresses on file
Official SEC filing: View on IAPD