# FOLDES FINANCIAL MANAGEMENT, INC.

FOLDES FINANCIAL MANAGEMENT, INC. of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 118679
- Type: SEC-registered investment adviser
- SEC file number: 801-61177
- 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)

| Name | Role | Location |
| --- | --- | --- |
| FOLDES STEVEN MICHAEL | PRESIDENT/SECRETARY/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER | — |
| FOLDES STEVEN | PRESIDENT/SECRETARY/TREASURER/DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118679/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118679/similar
- Related entities: https://search.stillhousedata.com/firm/118679/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118679

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.