Folionet Advisers LLC

RIAState Registered
Total AUM
$23.8M
Discretionary
$23.8M
100% of AUM
Avg account
$22.5K
Accounts
1,058
Employees
3
Advisory reps
4

Firm details

Headquarters
Miami, Florida
CRD number
300145
Custodians
APEX CLEARING CORPORATION, STONEX FINANCIAL INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Folionet Advisers LLC operates as a limited liability company and is classified as a non-independent retail registered investment adviser. The firm serves individuals and families, charging fees as a percentage of assets under management. Its advisory scope covers discretionary portfolio management for individuals and small businesses as well as for business or institutional clients. Folionet reports an affiliation with a broker-dealer and is not positioned as a capital allocator. The firm does not identify itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Juan Santos

    Juan Santos

    Chief Executive Officer & FounderCRD 5656132

Contacts

3 of 3
  • Rodrigo Franco Lopez

    Rodrigo Franco Lopez

    Managing DirectorCRD 7012660

  • Juan Alvarez Escontrela

    Juan Alvarez Escontrela

    CRD 7127010

  • Antonella Pisano Contreras

    Antonella Pisano Contreras

    Financial AssociateCRD 7510808

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1221 Brickell Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth