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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| DENN, KEEGAN, JAY | I | PRESIDENT | D | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
| RICHARDS, TRACY, LE ANN | I | CCO | C | Control |
Registrations
Federal
IA
Apr 3, 2025 REGISTERED
Notice Filings (3)
CA NE OR
Address
2950 E. BARNETT ROADMEDFORD, OR 97504
United States
Phone: 541-770-1311