Fidelis Fs, LLC
RIASEC Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$352K
Accounts
8
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 286305
- Custodians
- EQIS CAPITAL MANAGEMENT
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fidelis Financial Services, LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as an insurance broker, which complements its advisory activities. While it does not actively engage in ESG investing, it has carved out a niche in the financial services industry by offering tailored investment solutions to its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents10%
- State & Local Bonds5%
- Investment Grade Corp Bonds5%
Contacts
1 of 1Kermit Gable
Managing MemberCRD 2202745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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