WOOLF AND FOLDES
CRD #107071 SEC #801-43771 MIAMI, FL 305-670-0545
SEC Registered
Total AUM
$125M
Discretionary
$125M
Employees
5
Clients
26
Accounts
215
Firm Details
- Organization Type
- Partnership
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2002
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FOLDES, STEVEN | I | PARTNER | NA | Control |
| WOOLF, RICHARD, ALAN | I | PARTNER | NA | Control |
| MMMI, INC. | DE | OWNER | D | Control |
| RICHARD A. WOOLF, INC. | DE | OWNER | D | Control |
Registrations
Federal
IA
Mar 19, 2002 REGISTERED
Notice Filings (1)
FL
Address
9130 S DADELAND BLVDSTE 1600
MIAMI, FL 33156
USA
Phone: 305-670-0545