Overview
Assets Under Management: $318 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 103
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 103
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.35
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 851
Discretionary Accounts: 851
Regulatory Filings
CRD Number: 294766
Last Filing Date: 2025-03-03 00:00:00
Website: https://cordisfinancial.com