CORDIS FINANCIAL, LLC
CRD #294766 SEC #801-113230 MINNEAPOLIS, MN (612) 268-2620
SEC Registered
Total AUM
$317.6M
Discretionary
$317.6M
Employees
7
Clients
101
Accounts
851
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $317.6M | $317.6M | $0 | 7 | 12 |
| Mar 2025 | $317.6M | $317.6M | $0 | 7 | 12 |
| Mar 2024 | $181.3M | $181.3M | $0 | 4 | 4 |
| Feb 2023 | $152.2M | $152.2M | $0 | 3 | 8 |
| Jul 2022 | $164.1M | $164.1M | $0 | 3 | 16 |
| Feb 2022 | $164.1M | $164.1M | $0 | 3 | 16 |
| Mar 2021 | $141.1M | $141.1M | $0 | 2 | 9 |
| Oct 2020 | $116.9M | $116.9M | $0 | 3 | 0 |
| Jun 2020 | $116.9M | $116.9M | $0 | 3 | 0 |
| Feb 2020 | $116.9M | $116.9M | $0 | 3 | 0 |
| Feb 2020 | $116.9M | $116.9M | $0 | 3 | 0 |
| Mar 2019 | $98.7M | $98.7M | $0 | 4 | 0 |
| Sep 2018 | $101.3M | $101.3M | $0 | 4 | 0 |
| Jun 2018 | $0 | $0 | $0 | 4 | 0 |
| Jun 2018 | $0 | $0 | $0 | 4 | 0 |
| Apr 2018 | $0 | $0 | $0 | 4 | 0 |
DateOct 2025
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees7
Clients12
DateMar 2025
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees7
Clients12
DateMar 2024
Total AUM$181.3M
Discretionary$181.3M
Non-Disc.$0
Employees4
Clients4
DateFeb 2023
Total AUM$152.2M
Discretionary$152.2M
Non-Disc.$0
Employees3
Clients8
DateJul 2022
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees3
Clients16
DateFeb 2022
Total AUM$164.1M
Discretionary$164.1M
Non-Disc.$0
Employees3
Clients16
DateMar 2021
Total AUM$141.1M
Discretionary$141.1M
Non-Disc.$0
Employees2
Clients9
DateOct 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2018
Total AUM$101.3M
Discretionary$101.3M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0