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