FOLGMANN FINANCIAL GROUP LLC

FOLGMANN FINANCIAL GROUP LLC is an SEC-registered investment adviser (CRD 309348). Regulatory assets under management: $38.0M.

Registration

• CRD: 309348
• Type: Registered investment adviser
• Phone: 800-877-2474
• Latest filing: 2026-03-31
• Regulatory AUM: $38.0M
• Non-discretionary AUM: $38.0M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309348 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search