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| Happy Holidays!! thanks for using AUM13F!! |
| Cordis Financial LLC
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| CRD # | 294766 |
| SEC # | 801-113230 |
| CIK # | |
| AUM | $317.6 M (2025-03-03) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 612-268-2620 |
| Address | 3001 Broadway Street NE Minneapolis, MN 55413 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 78.3 |
| (b) Individuals (high net worth individuals) | 103 | 239.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 851 | 317.6 |
| By Discretionary | ||
| Discretionary | 851 | 317.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 851 | 317.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.6 | |
| Total | 851 | 317.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sharper & Granite LLC
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CA | 0.3 |
|
Florida Financial Advisors LLC
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FL | 0.3 |
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Motive Wealth Advisors LLC
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MI | 0.3 |
|
Pacific Wealth Management LLC
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CA | 0.3 |
|
Guilbault Capital LLC
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LA | 0.3 |
|
Legacy Investment Partners LLC
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KS | 0.3 |
|
Salzinger Sheaff Brock LLC
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|
IN | 0.3 |
|
Argyle Capital Management LLC
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|
PA | 0.3 |
|
Panoramic Capital Partners LLC
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|
OR | 0.3 |
|
Ergawealth Advisors Inc
✚
|
0.3 |