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 and appears in public filings as having registered with the SEC in 2017. The firm is identified as a domestic entity with individual ownership and is classified in the dataset as unclassified. Available fields indicate Folionet is not a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. The dataset does not include information about the firm’s advisory services, fee structure, client segments, or specific business activities.
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 9Cesar Lopez Terrizzi
AnalystCRD 7311232

Claudia Rencsar Verlezza
Operations AssociateCRD 7914554

Juan Alvarez Escontrela
CRD 7127010
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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