FIDELIS IM, LLC
Legal name: FIDELIS IM
CRD #162985 SEC #801-118351 MEDFORD, OR 541-770-1311
SEC Registered
Total AUM
$243.7M
Discretionary
$243.7M
Employees
3
Clients
101
Accounts
510
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $243.7M | $243.7M | $0 | 3 | 0 |
| Mar 2025 | $243.7M | $243.7M | $0 | 3 | 0 |
| Nov 2024 | $269.2M | $269.2M | $0 | 3 | 0 |
| Mar 2024 | $219.4M | $219.4M | $0 | 3 | 0 |
| Mar 2023 | $183.3M | $183.3M | $0 | 3 | 0 |
| Mar 2022 | $209M | $209M | $0 | 3 | 0 |
| Mar 2021 | $160M | $160M | $0 | 3 | 0 |
| Jul 2020 | $121.4M | $121.3M | $71.4K | 3 | 0 |
| Jun 2020 | $121.4M | $121.3M | $71.4K | 3 | 0 |
| Mar 2020 | $121.4M | $121.3M | $71.4K | 3 | 0 |
DateApr 2025
Total AUM$243.7M
Discretionary$243.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$243.7M
Discretionary$243.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$219.4M
Discretionary$219.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$183.3M
Discretionary$183.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$209M
Discretionary$209M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$121.4M
Discretionary$121.3M
Non-Disc.$71.4K
Employees3
Clients0
DateJun 2020
Total AUM$121.4M
Discretionary$121.3M
Non-Disc.$71.4K
Employees3
Clients0
DateMar 2020
Total AUM$121.4M
Discretionary$121.3M
Non-Disc.$71.4K
Employees3
Clients0