Company Management

Folio Institutional

Investment Management 8180 Greensboro Dr. 126 employees

Employees: 126

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Folio Institutional Overview

Headquarters: 8180 Greensboro Dr.
Phone Number: Available in AeroLeads
Website: folioinstitutional.com
Industry: Investment Management
Employees: 126
Founded: 2000
Funding: 15.0M
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

custody clearing online brokerage advisor-guided robo asset management tax management tools advisor services RIA trading technology model asset management commission-free trading retirement plan solutions

About Folio Institutional

Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools. Folio Institutional supports institutions and more than 420 financial advisor firms nationwide that have billions of dollars in assets on the Folio platform. ©2018 by FOLIOfn, Inc. Folio Investing®, Folio Institutional®, Folio Advisor®, Folio Client®, FOLIOfn®, Folios®, and VIA Folio® are trademarks of FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Investment advisory services are offered through FOLIO Research, LLC, an investment advisor registered with the Commonwealth of Virginia. Folio Investments, Inc. and FOLIO Research, LLC are separate, wholly owned subsidiaries of FOLIOfn, Inc.