Overview
Assets Under Management: $318 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 103
Average Client Assets: $2 million
Frequently Asked Questions
CORDIS FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #294766), CORDIS FINANCIAL, LLC is subject to fiduciary duty under federal law.
CORDIS FINANCIAL, LLC is headquartered in MINNEAPOLIS, MN.
CORDIS FINANCIAL, LLC serves 103 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, CORDIS FINANCIAL, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
CORDIS FINANCIAL, LLC manages $318 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, CORDIS FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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