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 an SEC-registered limited liability company that entered the SEC register in 2020 and is owned by an individual. The firm is listed as "unclassified" in the available metadata and has not been identified as a capital allocator. Public-facing information about the firm's client types, fee schedules, specific advisory services, or business activities was not provided in the source data. The dataset indicates several negative flags rather than specialties: Folla Capital is not identified as an active ESG investor, is not a multistate adviser, is not designated a newly formed adviser in the dataset, is not a pension consultant, and does not report being a related adviser to another entity.

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

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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