FOLIAGE FINANCIAL

FOLIAGE FINANCIAL is an SEC-registered investment adviser (CRD 335253).

Registration

• CRD: 335253
• Type: Registered investment adviser
• Phone: (239) 233-1395
• Latest filing: 2025-05-19
• Clients: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335253 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search