DIRECTORY OF REGISTERED ADVISORS
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FIDELIS CAPITAL
Tel: 813-934-6246
4221 W Boy Scout Blvd Suite 730
Tampa, Florida 33607
FIDELIS CAPITAL
FIDELIS CAPITAL is a Tampa, Florida based financial advisory firm with nearly $1,679,491,291 in assets under management and provides investment advisory services for 957 clients. There are currently 21 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
322287
SEC#:
801-126176
No. of Clients:
957
Assets under Management
$1,679,491,291
No. of Advisors:
21
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