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Fidelis Im, LLC

● SEC registered since 2020CRD 162985SEC# 801-118351Medford, OR
Export (members)
Reg. AUM
$243.7M
Employees
3
Accounts
510
Location
Medford, OR

Fidelis Im, LLC assets under management

Fidelis Im, LLC is an investment advisory firm registered with the SEC based in Medford, OR. The firm has been registered since 2020. It reports $243.7 million in regulatory assets under management and employs 3 people.
fidelisim.comView on SEC.gov ↗

Fidelis Im, LLC owners & executives

2 reported
NameTitleOwnershipSince
Keegan Jay Denn ControlPresident50-75%2012
Tracy Le Ann Richards ControlCco25-50%2012

Frequently asked questions

How much does Fidelis Im, LLC manage?

Fidelis Im, LLC reports $243.7 million in regulatory assets under management on its Form ADV.

How many employees does Fidelis Im, LLC have?

Fidelis Im, LLC reports 3 employees.

Where is Fidelis Im, LLC located?

Fidelis Im, LLC is based in Medford, OR and has been SEC-registered since 2020.

Does Fidelis Im, LLC disclose fund performance?

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

Contact & registration

Address2950 E. Barnett Road, Medford, OR 97504
Phone541-770-1311
Office hours8:00 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1894206
Discloses disciplinary historyNo

Assets under management

Discretionary$243.7M
Non-discretionary$0
Total (RAUM)$243.7M