FOLDES FINANCIAL MANAGEMENT, INC.

FOLDES FINANCIAL MANAGEMENT, INC. of MIAMI, FL is an SEC-registered investment adviser (CRD 118679). Regulatory assets under management: $400.0M.

Registration

• CRD: 118679
• SEC file number: 801-61177
• Type: Registered investment adviser
• Location: 9130 SOUTH DADELAND BOULEVARD, SUITE 1903, MIAMI, FL, 33156
• Phone: 305-670-0545
• Latest filing: 2008-04-22
• Regulatory AUM: $400.0M
• Discretionary AUM: $400.0M
• Clients: 1
• Accounts: 1,400

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 118679 on SEC IAPD (source of record)
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