Fidelis Im
Fidelis Im is an SEC-registered wealth manager in Medford, OR with $306.1M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Fidelis Im: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 162985, SEC 801-118351, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $306.1M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Medford, OR
- Employees
- 3
- Clients
- 275
- CRD
- 162985
- Ownership
- DENN, KEEGAN, JAY; RICHARDS, TRACY, LE ANN
How much AUM does Fidelis Im have?
Fidelis Im reported $306.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Fidelis Im?
Disclosed owners and executives of Fidelis Im include DENN, KEEGAN, JAY, RICHARDS, TRACY, LE ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.