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Cordis Financial, LLC

● SEC registered since 2018CRD 294766SEC# 801-113230Minneapolis, MN
Export (members)
Reg. AUM
$317.6M
Employees
7
Accounts
851
Location
Minneapolis, MN

Cordis Financial, LLC assets under management

Cordis Financial, LLC operates as an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2018. It reports $317.6 million in regulatory assets under management and employs 7 people.
www.facebook.com/cordisfinancialView on SEC.gov ↗

Cordis Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ingrid Elizabeth Strauss ControlPartner/Member And Chief Compliance Officer50-75%2015
Jeanna R Fifer ControlPartner / Member50-75%2020

Frequently asked questions

How much does Cordis Financial, LLC manage?

Cordis Financial, LLC reports $317.6 million in regulatory assets under management on its Form ADV.

How many employees does Cordis Financial, LLC have?

Cordis Financial, LLC reports 7 employees.

Where is Cordis Financial, LLC located?

Cordis Financial, LLC is based in Minneapolis, MN and has been SEC-registered since 2018.

Does Cordis Financial, LLC disclose fund performance?

Cordis Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413
Phone(612) 268-2620
Office hours9:00a.m. -4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$317.6M
Non-discretionary$0
Total (RAUM)$317.6M