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
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 29, 2005
- 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, MICHAEL | I | PRESIDENT/SECRETARY/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| FOLDES, STEVEN, MICHAEL | I | PRESIDENT/SECRETARY/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| FOLDES, STEVEN, MICHAEL | I | PRESIDENT/SECRETARY/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| FOLDES, STEVEN, MICHAEL | I | PRESIDENT/SECRETARY/TREASURER/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 29, 2005 REGISTERED
Notice Filings (1)
FL
Address
9130 SOUTH DADELAND BOULEVARDSUITE 1903
MIAMI, FL 33156
USA
Phone: 305-670-0545