Fidelis Im
Firm details
- Headquarters
- Medford, Oregon
- CRD number
- 162985
- Registered since
- April 7, 2020
- Website
- fidelisim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI52.55%
- Pension & Profit Sharing Plans27.86%
- Individuals19.59%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fidelis Im is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm is individually owned and serves both individual & family and institutional clients, focusing on financial planning and portfolio management for individuals and small businesses. Compensation comes through a mix of percentage-of-AUM and fixed fees. Fidelis Im does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
2 of 2
Keegan Denn
PresidentCRD 5783555
Tracy Richards
PartnerCRD 6041222
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$287M in ETFs
85%
$245M
0%
$42.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $47.7M | 1,620,780 | 16.59% |
Location
Medford, OR
Jackson
Location
Medford, OR
Headquartered in Medford, OR, anchoring the Medford-Grants Pass, OR metro in the West.
- Metro area
- Medford-Grants Pass, OR
- Region
- West
- County
- Jackson
- Address
- 2950 E Barnett Rd
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Oregon Pacific Wealth Management
RIAMedford, OR
Integrity Wealth LLC
RIAEugene, OR
Stangier Wealth Management
RIAClackamas, OR
4:8 Financial
RIACanby, OR
Martin Capital Partners, LLC
RIAEugene, OR
Physician Family Financial Advisors Inc
RIABeaverton, OR