Folse Financial
Firm details
- Headquarters
- ,
- CRD number
- 336470
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Folse Financial is an independent, owner-operated registered investment adviser organized as a limited liability company. The firm serves both individual and family clients as well as institutional relationships and bills clients on hourly and fixed-fee arrangements. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. The adviser does not identify as an active ESG investor and appears to operate on a single-state scale rather than a multi-state platform.
Assets & Accounts
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
- Private Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Cameron Folse
OwnerCRD 7039922
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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