CORDIS FINANCIAL, LLC

CORDIS FINANCIAL, LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser (CRD 294766). Regulatory assets under management: $360.7M.

Registration

• CRD: 294766
• SEC file number: 801-113230
• Type: Registered investment adviser
• Location: 3001 BROADWAY STREET NE, SUITE 100, MINNEAPOLIS, MN, 55413
• Phone: (612) 268-2620
• Latest filing: 2026-02-19
• Regulatory AUM: $360.7M
• Discretionary AUM: $360.7M
• Clients: 7
• Accounts: 856

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 294766 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search