FOLDES FINANCIAL MANAGEMENT, INC.
CRD #118679 SEC #801-61177 MIAMI, FL 305-670-0545
SEC Registered
Total AUM
$250M
Discretionary
$250M
Employees
5
Clients
26
Accounts
900
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2007 | $325M | $325M | $0 | 5 | -- |
| Mar 2006 | $300M | $300M | $0 | 5 | -- |
| Sep 2005 | $250M | $250M | $0 | 5 | -- |
| Sep 2005 | $150M | $150M | $0 | 5 | -- |
DateJan 2007
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees5
Clients--