FOLDES FINANCIAL MANAGEMENT, LLC

FOLDES FINANCIAL MANAGEMENT, LLC of MIAMI, FL is an SEC-registered investment adviser (CRD 147285). Regulatory assets under management: $570.6M.

Registration

• CRD: 147285
• SEC file number: 801-69309
• Type: Registered investment adviser
• Location: 9150 SOUTH DADELAND BLVD., SUITE 902, MIAMI, FL, 33156
• Phone: 305-670-0545
• Latest filing: 2014-03-20
• Regulatory AUM: $570.6M
• Discretionary AUM: $570.6M
• Clients: 5
• Accounts: 1,854

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 147285 on SEC IAPD (source of record)
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