FOLDES STEVEN MICHAEL appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. FOLDES STEVEN MICHAEL appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | EVENSKY & KATZ, LLC | MANAGEMENT COMMITTEE MEMBER, VICE-CHAIRMAN | CORAL GABLES, FL |
| — | Form ADV | FOLDES FINANCIAL MANAGEMENT, INC. | PRESIDENT/SECRETARY/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER | MIAMI, FL |
| — | Form ADV | FOLDES FINANCIAL MANAGEMENT, LLC | CEO | MIAMI, FL |