# Cordis Financial

Cordis Financial is a Bank / Wealth / Trust based in Minneapolis, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Minneapolis, United States
- **Region:** North America
- **Address:** Minneapolis, United States
- **Founded:** 1983
- **Assets under management:** Undisclosed
- **Website:** cordisfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/cordis-financial

## Regulatory record

- **CRD number:** 294766
- **SEC file number:** 801-113230
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/294766

## About

Cordis Financial was established in 1983 as a Minnesota-based wealth manager. The firm delivers asset management, portfolio management, and financial planning. It works with individuals and organizations across the United States. No dated operational events from the last 24 months appear in available records.

## Questions

### What is Cordis Financial's investment mandate?

The firm's public materials describe a values-alignment planning approach rather than a specific investment mandate. It does not name asset classes, target sectors, or deployment vehicles. Without a disclosed strategy or portfolio, its actual investment posture is not publicly verifiable.

### Who runs investment decisions at Cordis Financial?

Cordis Financial has not publicly named any principals, advisors, or investment committee members on its website or LinkedIn presence. Leadership and decision-making structure are unknown.

### How does Cordis Financial source its investment opportunities?

No sourcing model is disclosed. Without named investments, co-investors, or sector focus, the firm's origination process cannot be characterized from public sources.

### What is Cordis Financial's stance on reporting or transparency?

Cordis Financial maintains a minimal public footprint. The firm does not publish performance data, AUM figures, thought leadership, or investment commentary. All material facts about strategy, size, and leadership remain undisclosed.

## Related profiles

- [Cordingley & Parkinson Wealth Management](https://altss.com/profile/cordingley-parkinson-wealth-management)
- [Cordoba Capital Partners](https://altss.com/profile/cordoba-capital-partners)

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Last updated: 2026-07-06T00:32:28.674Z

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