Fidelis Im - Investment Advisers

About Fidelis Im

Fidelis Im, LLC is a registered investment adviser headquartered in Medford, Oregon, and is listed among the investment advisers in Oregon. The firm reports $306.14 million in regulatory assets under management and three employees. Its services include investment management and retirement planning. The firm says it acts as a fiduciary to every client, a standard it contrasts with the suitability standard that some brokers and insurance agents follow. It serves clients across the Pacific Northwest, including Oregon and Northern California, and also has client relationships in Montana, Nebraska, Tennessee, Arkansas and Florida. It additionally offers retirement plan management for medical practices. Keegan Denn, a CFP professional, is the firm's president and co-founder. He served in the United States Marine Corps and has about 20 years of experience helping individuals, families and organizations work toward their financial goals. The firm's profile is also part of the directory of US investment advisers.

Key Facts

Assets Under Management

$306.14M

Employees

3

SEC File Number

801-118351