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FIDELIS IM
Tel: 541-770-1311
2950 E. Barnett Road Medford, Oregon 97504
FIDELIS IM
FIDELIS IM is a Medford, Oregon based financial advisory firm with nearly $269,211,996 in assets under management and provides investment advisory services for 564 clients. There are currently 3 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 , Other (RETIREMENT PLANNING SERVICES FOR QUALIFIED PLANS (401K, 403B))
Fee Structure:
A percentage of AUM
Firm CRD#:
162985
SEC#:
801-118351
No. of Clients:
564
Assets under Management
$269,211,996
No. of Advisors:
3
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