DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > florida > jupiter
FIDELIS WEALTH ADVISORS
Tel: 303-800-4683
20 N Wilcox Street Suite 106
Castle Rock, Colorado 80104
FIDELIS WEALTH ADVISORS
FIDELIS WEALTH ADVISORS is a Castle Rock, Colorado based financial advisory firm with nearly $192,939,245 in assets under management and provides investment advisory services for 1005 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
292551
SEC#:
801-122530
No. of Clients:
1005
Assets under Management
$192,939,245
No. of Advisors:
7
More Financial Advisory Firms in Castle Rock, Florida
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 705 | 13966 |
| CITADEL ADVISORS LLC | 148826 | 2932 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 149018 | 6727 |
| GQG PARTNERS | 283720 | 189 |
| CORIENT | 319448 | 845 |
| ELLIOTT INVESTMENT MANAGEMENT L.P. | 307151 | 578 |
More Firms in Castle Rock, Florida >>