FOLIONET FINANCIAL LLC

Broker-DealerFINRA MemberEst. 2017
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
283965
Registered since
January 10, 2017

Firm profile

FINTRX

Overview

Folionet Financial LLC is organized as a limited liability company and has been registered with the SEC since 2017. The firm is listed as an unclassified adviser with ownership described as a domestic entity and an individual. The profile identifies the firm as not functioning as a capital allocator and not operating as a multi-state adviser. It is also flagged as not being an active ESG investor, not acting as a pension consultant, and not identified as a related adviser. The dataset does not include descriptions of the firm's advisory services, client segments, fee structure, or specific business activities, so its client-facing model and service offerings are not documented in this record.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 10
  • Cesar Lopez Terrizzi

    AnalystCRD 7311232

  • Claudia Rencsar Verlezza

    Operations AssociateCRD 7914554

  • Juan Alvarez Escontrela

    CRD 7127010

Unlock 7 more contacts

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth