Company

Folio Financial, Inc.

Investment Management 8180 Greensboro Dr. 3 employees

Employees: 3
Contacts: 1
Emails: 1
Phones: 1

foliofn.com LinkedIn

Folio Financial, Inc. Overview

Headquarters: 8180 Greensboro Dr.
Website: foliofn.com
Industry: Investment Management
Employees: 3
Founded: 1999
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

investing online brokerage fractional shares dollar-based investing tax management tools custody clearing advisor services RIA trading technology model asset management commission-free trading retirement plan services

About Folio Financial, Inc.

Folio Financial, Inc. is a brokerage and investment company serving investors, financial advisors, and financial institutions around the world. FOLIOfn offers its brokerage services on both a full-service basis and a technology-licensed basis. Founder: Steven Wallman Founded: 1999

Folio Financial, Inc. Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage
Phone contacts: 1; 33.3% coverage

Folio Financial, Inc. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Angela Anderson	Ria Custody Senior Associate Client	Colorado Springs, Colorado, United States	View
Jim Fyffe	Vice President at Goldman Sachs	Mclean, Virginia, United States	Email Phone
Kartheek R.	Atlassian Admin at Folio Investing	San Francisco Bay Area, United States	View