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 that registered with the SEC in 2020. Structured as an LLC and owned by an individual, the firm serves both individual and family clients as well as institutional relationships. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-AUM schedule and fixed fees. The firm does not identify as an active ESG investor and does not operate as a capital allocator.
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 19Active vs passive
$289M in ETFs
85%
$247M
0%
$42.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US LARGE-CAP ETF (SCHX) | Schwab | Passive | Large Blend | $48.6M | 1,619,576 | 16.79% |
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
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