Folionet Advisers LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 300145
- Custodians
- APEX CLEARING CORPORATION, STONEX FINANCIAL INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Folionet Advisers LLC is a limited liability company operating as a non‑independent retail registered investment adviser that serves individual and family clients. The firm provides discretionary portfolio management for individuals, small businesses, and institutional/business clients and charges fees as a percentage of assets under management. Folionet is not registered as a multi‑state adviser, does not describe itself as an ESG investor, and is not designated as a capital allocator. The firm also maintains an industry affiliation with a broker‑dealer.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
Juan Santos
Chief Executive Officer & FounderCRD 5656132
Contacts
3 of 3
Juan Alvarez Escontrela
CRD 7127010

Antonella Pisano Contreras
Financial AssociateCRD 7510808
Rodrigo Franco Lopez
Managing DirectorCRD 7012660
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1221 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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