AC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
651 clients
Average Client Portfolio
$16K average
Assets Under Management
$10.6M
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Advisor Information
Office location
1221 Brickell Ave. Ste. 900, Miami, FL, 33131
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Folionet Advisers LLC
November 2023 - Present · 2 yrs 2 mos
Folionet Financial LLCBroker
March 2022 - Present · 3 yrs 10 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.