FOLIONET FINANCIAL LLC
Firm details
- Headquarters
- MIAMI, Florida
- CRD number
- 283965
- Registered since
- January 10, 2017
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 10Cesar Lopez Terrizzi
AnalystCRD 7311232
Claudia Rencsar Verlezza
Operations AssociateCRD 7914554
Juan Alvarez Escontrela
CRD 7127010
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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