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 appears in public filings as having registered with the SEC in 2017. The firm is identified as a domestic entity with individual ownership and is classified in the dataset as unclassified. Available fields indicate Folionet is not a capital allocator, does not identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser. The dataset does not include information about the firm’s advisory services, fee structure, client segments, or specific business activities.

Assets & Accounts

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

Owners & executives

1 of 1
  • Juan Santos

    Juan Santos

    Chief Executive Officer & FounderCRD 5656132

Contacts

3 of 9
  • Cesar Lopez Terrizzi

    AnalystCRD 7311232

  • Claudia Rencsar Verlezza

    Claudia Rencsar Verlezza

    Operations AssociateCRD 7914554

  • Juan Alvarez Escontrela

    Juan Alvarez Escontrela

    CRD 7127010

Unlock 6 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