Fidelis Im, LLC
● SEC registered since 2020CRD 162985SEC# 801-118351Medford, OR
Reg. AUM
$306.1M
Employees
3
Accounts
596
Location
Medford, OR
Fidelis Im, LLC assets under management
Fidelis Im, LLC is an investment advisory firm registered with the SEC based in Medford, OR. The firm has been registered since 2020. It reports $306.1 million in regulatory assets under management and employs 3 people.
Fidelis Im, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keegan Jay Denn Control | President | 50-75% | 2012 |
| Tracy Le Ann Richards Control | Cco | 25-50% | 2012 |
Frequently asked questions
How much does Fidelis Im, LLC manage?
Fidelis Im, LLC reports $306.1 million in regulatory assets under management on its Form ADV.
How many employees does Fidelis Im, LLC have?
Fidelis Im, LLC reports 3 employees.
Where is Fidelis Im, LLC located?
Fidelis Im, LLC is based in Medford, OR and has been SEC-registered since 2020.
Does Fidelis Im, LLC disclose fund performance?
Fidelis Im, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2950 E. Barnett Road, Medford, OR 97504 |
| Phone | 541-770-1311 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1894206 |
| Discloses disciplinary history | No |
Regulatory AUM
$306.1M▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$306.1Mregulatory AUM
Discretionary $306.1M