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.
Company Details
- Founded
- -
- Address
- 8180 Greensboro Dr.,
- Phone
- 1-800-973-7890
- su****@****ing.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- folioinstitutional.com
- 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.
- HQ
- McLean, VA
Folio Institutional Questions
Folio Institutional's helpline number is 1-800-973-7890
Folio Institutional's website is folioinstitutional.com
Folio Institutional's LinkedIn profile is https://www.linkedin.com/company/folio-institutional
Folio Institutional's industry is
Investment Management
Folio Institutional's top competitors are
Chief Evangelist,
Estateexec,
Marketdesk,
Soundfront,
Folio Financial, Inc.,
White River Consultants,
Vivis,
Openfinance.com,
Rise Growth Partners,
Folio Investing.
Folio Institutional's support email address is support@folioinvesting.com
Folio Institutional's categories are Investment Management
Folio Institutional's founding year is 2000
