Fidelis Im

Fidelis Im (CRD# 162985) is a financial advisory firm headquartered in Medford, OR. They manage $219,363,674 in 463 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

3551 E. Barnett Road, Suite 107, Medford, OR 97504

https://fidelisim.com

By the Numbers

Total Assets Under Management

219

MILLION
Total Number of Accounts

463

ACCOUNTS
Average Account Value

$473,788

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, OR

Financial Advisors at Fidelis Im

Showing 1 - 2 of 2 top financial advisors.

Keegan J. Denn

CRD#: 5783555

3551 E. Barnett Road, Suite 107, Medford, OR 97504

Keegan Denn (CRD# 5783555) is an Investment Advisor Representative working at Fidelis Im in Medford, OR and has over 17 years of experience in the finance industry.

Tracy L. Richards

CRD#: 6041222

3551 E. Barnett Road, Suite 107, Medford, OR 97504

Tracy Richards (CRD# 6041222) is an Investment Advisor Representative working at Fidelis Im in Medford, OR and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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