FOLIOFN ADVISOR, INC.
CRD #113671 SEC #801-60428 VIENNA, VA 703-245-4000
SEC Registered
Total AUM
--
Discretionary
--
Employees
5
Clients
0
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 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 |
|---|---|---|---|---|
| BELL, MICHAEL, A | I | VICE PRESIDENT | NA | |
| BELL, MICHAEL, A | I | VICE PRESIDENT | NA | |
| DELLARCO, LEWIS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | |
| DELLARCO, LEWIS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | |
| WALLMAN, STEVEN, MARK HARTE | I | CEO | NA | Control |
| WALLMAN, STEVEN, MARK HARTE | I | CEO | NA | Control |
| FOLIOFN, INC. | DE | 100% SHAREHOLDER | E | Control |
| FOLIOFN, INC. | DE | 100% SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WALLMAN, STEVEN, MARK HARTE | I | FOLIOFN, INC. | D | Control |
| WALLMAN, STEVEN, MARK HARTE | I | FOLIOFN, INC. | D | Control |
Registrations
Federal
IA
Mar 26, 2002 REGISTERED
Notice Filings (1)
VA
Address
8000 TOWERS CRESCENT DRIVESUITE 1600
VIENNA, VA 22182
USA
Phone: 703-245-4000