Investment adviser · CRD 147285

FOLDES FINANCIAL MANAGEMENT

Investment adviser filing (IA)

FOLDES FINANCIAL MANAGEMENT, LLC

MIAMI, FL, United States · Form ADV filed Mar 20, 2014

Regulatory AUM
$571M
Form ADV · Item 5.F
Client accounts
1,854
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 20, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

9150 SOUTH DADELAND BLVD., SUITE 902
MIAMI, FL, 33156, United States

CRD 147285

Filing source

Form ADV 787506 · Mar 20, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.