Cordis Financial, LLC
Cordis Financial, LLC is an SEC-registered wealth manager in Minneapolis, MN with $360.7M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Cordis Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 294766, SEC 801-113230, data through 2026-02-19.
- AUM (assets under management / regulatory AUM)
- $360.7M (2026-02-19)
- Firm type
- Wealth Manager
- Location
- Minneapolis, MN
- Employees
- 7
- Clients
- 273
- CRD
- 294766
- Ownership
- STRAUSS, INGRID, ELIZABETH; FIFER, JEANNA, R; LEIGHTON, PAUL, JOSEPH
How much AUM does Cordis Financial, LLC have?
Cordis Financial, LLC reported $360.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-19).
Who owns Cordis Financial, LLC?
Disclosed owners and executives of Cordis Financial, LLC include STRAUSS, INGRID, ELIZABETH, FIFER, JEANNA, R, LEIGHTON, PAUL, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.