Foliage Financial

RIASEC & State Registered

Total AUM

$6M

Discretionary

$182K

3% of AUM

Avg account

$206K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 335253
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Foliage Financial is an independent, individual-owned LLC that provides wealth management and financial planning to individuals and families. The firm is SEC-registered (SEC Registered Year: Unknown) and is state-registered in Florida. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, and the selection of other advisers — reflecting a mix of direct portfolio oversight and outsourced manager use. The firm also operates as an insurance broker and reports that it functions as a capital allocator. Fee arrangements are flexible and include percentage-of-AUM billing, hourly fees, fixed fees, and other fee structures. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.