FIDELIS IM, LLC
Doing business as FIDELIS IM. SEC Form ADV profile.
Total regulatory AUM
$306,143,151
Discretionary
$306,143,151
Non-discretionary
$0
Firm details
- CRD number
- 162985
- SEC file number
- 801-118351
- Main office
- MEDFORD, OR, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://FIDELISIM.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.