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Cordis Financial, LLC CRD 294766
$361M regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3001 Broadway Street Ne Suite 100, Minneapolis, MN 55413 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2018-06-15 |
Branch Locations
3001 Broadway Street Ne Suite 100, Minneapolis, MN 55413 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cahill Financial Advisors, Inc. | Edina | MN | 04/2012 | 03/2018 |
| Cordis Financial, Llc | Minneapolis | MN | 06/2018 | Present |
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