Cordis Financial, LLC
● SEC registered since 2018CRD 294766SEC# 801-113230Minneapolis, MN
Reg. AUM
$360.7M
Employees
7
Accounts
856
Location
Minneapolis, MN
Cordis Financial, LLC assets under management
Cordis Financial, LLC operates as an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2018. It reports $360.7 million in regulatory assets under management and employs 7 people.
Cordis Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ingrid Elizabeth Strauss Control | Partner/Member And Chief Compliance Officer | 50-75% | 2015 |
| Jeanna R Fifer Control | Partner / Member | 50-75% | 2020 |
Frequently asked questions
How much does Cordis Financial, LLC manage?
Cordis Financial, LLC reports $360.7 million in regulatory assets under management on its Form ADV.
How many employees does Cordis Financial, LLC have?
Cordis Financial, LLC reports 7 employees.
Where is Cordis Financial, LLC located?
Cordis Financial, LLC is based in Minneapolis, MN and has been SEC-registered since 2018.
Does Cordis Financial, LLC disclose fund performance?
Cordis Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3001 Broadway Street NE, Suite 100, Minneapolis, MN 55413 |
| Phone | (612) 268-2620 |
| Office hours | 9:00a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$360.7M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$360.7Mregulatory AUM
Discretionary $360.7M