|
⚲
|
| Cordis Financial LLC
✚
| |
|---|---|
| CRD # | 294766 |
| SEC # | 801-113230 |
| CIK # | |
| AUM | $181.3 MM (2024-03-05) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 612-268-2620 |
| Address | 3001 Broadway Street NE Minneapolis, MN 55413 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 49.1 |
| (b) Individuals (high net worth individuals) | 61 | 132.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 540 | 181.3 |
| By Discretionary | ||
| Discretionary | 540 | 181.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 540 | 181.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 181.3 | |
| Total | 540 | 181.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
North American Wealth Advisors Inc
✚
|
MN | 0.2 |
|
Galleria Financial Advisors LLC
✚
|
GA | 0.2 |
|
Strategy Financial Services LLC
✚
|
AZ | 0.2 |
|
1620 Investment Advisors Inc
✚
|
MA | 0.2 |
|
Waterstone Financial Advisory LLC
✚
|
FL | 0.2 |
|
Imperium Wealth Management LLC
✚
|
TX | 0.2 |
|
Kilter Group LLC
✚
|
NY | 0.2 |
|
Lovett Investment Consulting LLC
✚
|
CO | 0.2 |
|
Beacon Financial Advisors Inc
✚
|
NY | 0.2 |
|
Bingham Private Wealth LLC
✚
|
CA | 0.2 |