FOLDES FINANCIAL MANAGEMENT, LLC
Legal name: FOLDES FINANCIAL MANAGEMENT
CRD #147285 SEC #801-69309 MIAMI, FL 305-670-0545
SEC Registered
Total AUM
$417.9M
Discretionary
$417.9M
Employees
1
Clients
1
Accounts
1,886
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2014 | $570.6M | $570.6M | $0 | 5 | 400 |
| Sep 2013 | $497.3M | $497.3M | $0 | 5 | 400 |
| Apr 2013 | $497.3M | $497.3M | $0 | 5 | 400 |
| Jan 2013 | $417.9M | $417.9M | $0 | 5 | 400 |
| Nov 2012 | $417.9M | $417.9M | $0 | 5 | 400 |
| Jul 2012 | $417.9M | $417.9M | $0 | 1 | 400 |
| Mar 2012 | $417.9M | $417.9M | $0 | 1 | 400 |
| Aug 2011 | $383.5M | $383.5M | $0 | 5 | -- |
| Mar 2011 | $383.5M | $383.5M | $0 | 5 | -- |
| Feb 2011 | $323.7M | $323.7M | $0 | 5 | -- |
| Dec 2010 | $323.7M | $323.7M | $0 | 5 | -- |
| Oct 2010 | $323.7M | $323.7M | $0 | 5 | -- |
| Feb 2009 | $306M | $306M | $0 | 5 | -- |
DateMar 2014
Total AUM$570.6M
Discretionary$570.6M
Non-Disc.$0
Employees5
Clients400
DateSep 2013
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees5
Clients400
DateApr 2013
Total AUM$497.3M
Discretionary$497.3M
Non-Disc.$0
Employees5
Clients400
DateJan 2013
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees5
Clients400
DateNov 2012
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees5
Clients400
DateJul 2012
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$417.9M
Discretionary$417.9M
Non-Disc.$0
Employees1
Clients400
DateAug 2011
Total AUM$383.5M
Discretionary$383.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$383.5M
Discretionary$383.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$323.7M
Discretionary$323.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$323.7M
Discretionary$323.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$323.7M
Discretionary$323.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$306M
Discretionary$306M
Non-Disc.$0
Employees5
Clients--