LP Profile

Cordis Financial

Also known as cordis financial

Wealth ManagerMinneapolis, United StatesFounded 1983
Minneapolis
Headquarters
Investment Focus

About Cordis Financial

At Cordis Financial, we guide you in aligning your most important values - those of your heart - with your financial decisions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cordis Financial from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$360.7M
Total Clients
856
Filing Date
February 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Cordis Financial across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Cordis Financial?

Cordis Financial is a wealth manager based in Minneapolis, United States.

Where is Cordis Financial headquartered?

Cordis Financial is headquartered in Minneapolis, United States.

When was Cordis Financial founded?

Cordis Financial was founded in 1983.

How can I contact Cordis Financial?

Verified contact details, key decision-makers, and investment preferences for Cordis Financial are available on LPbacked. Create a free account to access them.