Folla Capital, LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Wilmington, North Carolina
CRD number
305140
Registered since
November 5, 2020

Firm profile

FINTRX

Overview

Folla Capital, LLC is organized as a limited liability company and is recorded in FINTRX as SEC-registered since 2020. The firm is listed as individually owned and is classified as "Unclassified" in the snapshot data. FINTRX flags indicate Folla Capital is not a capital allocator, not active on ESG criteria, not a multi-state adviser, not a pension consultant, and not recorded as a related adviser. FINTRX does not provide descriptions of the firm's client base, fee structure, business activities, or advisory services. That lack of operational detail, together with the absence of reported assets and accounts in the database, suggests either a very small or narrowly scoped advisory presence, or limited public disclosure to this data source.

Assets & Accounts

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

2 of 2
  • John Panaccione

    John Panaccione

    CEOCRD 7211958

  • Christopher Franklin

    Christopher Franklin

    Chief Financial Officer & Chief Compliance OfficerCRD 7208098

Contacts

2 of 2
  • Jake Dulle

    Jake Dulle

    ManagerCRD 8172698

  • Donald Seifert

    Wealth StrategistCRD 2936785

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Wilmington, NC

New Hanover

Location

Wilmington, NC

Headquartered in Wilmington, NC, in the South of the United States.

Region
South
County
New Hanover
Address
3722 Shipyard Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth