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CORDIS FINANCIAL, LLC

CRD 294766 · SEC 801-113230

Visit website

3001 BROADWAY STREET NE, SUITE 100, MINNEAPOLIS, MN, 55413, United States

Phone

(612) 268-2620

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$360.7M

Discretionary AUM

$360.7M

Team

7 total employees; 5 advisory reps; 12 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals170$95.2M
High net worth individuals102$265.5M
Charitable organizations1$0

States served

AZ, MN, NE

All web addresses on file

Official SEC filing: View on IAPD