Folionet Financial LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 283965
- Registered since
- January 10, 2017
Firm profile
FINTRXOverview
Folionet Financial LLC is registered with the SEC as an investment adviser and was formed as a limited liability company in 2017. FINTRX classifies the firm as unclassified and lists ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. FINTRX also indicates the adviser is not a multi-state adviser, not a pension consultant, and not designated as a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Juan Santos
Chief Executive Officer & FounderCRD 5656132
Contacts
3 of 9Lawrence Savallo
Financial and Operations PrincipalCRD 1195178
Rodrigo Franco Lopez
Managing DirectorCRD 7012660
Javier Gomez-Ruiz Carbonell
Registered Financial ProfessionalCRD 7022941
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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