Folionet Financial LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 283965
- Registered since
- January 10, 2017
Firm profile
FINTRXOverview
Folionet Financial LLC is organized as a limited liability company that reports ownership by a domestic entity and an individual. Publicly available details are sparse: the firm is classified as "Unclassified" in the source data and it has not provided narrative information about its core advisory activities, client segments, or fee arrangements. The firm does not identify as an active ESG investor and is not described as a capital allocator, pension consultant, or related adviser. It also does not present itself as a multi-state adviser. The absence of disclosed business and advisory activities in the source record suggests a limited public profile. There are no descriptions of investment strategy, target clients, or service lines to indicate how the firm positions itself in the wealth management market.
Assets & Accounts
Investments & Alternatives
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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