Folla Capital, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Wilmington, North Carolina
CRD number
305140
Registered since
November 5, 2020

Firm profile

FINTRX

Overview

Folla Capital, LLC is organized as a limited liability company and appears on SEC records as having registered in 2020. Ownership is listed at the individual level and the firm’s classification in the source data is “unclassified.” The firm is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The briefing contains no description of the firm’s advisory activities, fee schedule, typical client types, or stated investment preferences.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Christopher Franklin

    Christopher Franklin

    Chief Financial Officer & Chief Compliance OfficerCRD 7208098

  • John Panaccione

    John Panaccione

    CEOCRD 7211958

Contacts

2 of 2
  • Donald Seifert

    Wealth StrategistCRD 2936785

  • Jake Dulle

    Jake Dulle

    ManagerCRD 8172698

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Wilmington, NC

New Hanover

Location

Wilmington, NC

Headquartered in Wilmington, NC, in the South of the United States.

Region
South
County
New Hanover
Address
3722 Shipyard Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth