Folmar Advisory, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Southfield, Michigan
CRD number
141240
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Folmar Advisory, LLC is an independent registered investment adviser organized as a limited liability company and registered in Michigan. The firm is owned by an individual and focuses its advisory practice on financial planning services rather than model-driven asset management or institutional consulting. Fee arrangements are non-asset-based: clients are charged on an hourly or fixed-fee basis. The firm is not identified as an ESG investor, is not described as a capital allocator, and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Larry Folmar

    Investment Advisor RepresentativeCRD 210745

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Southfield, MI

Oakland

Location

Southfield, MI

Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
24901 Northwestern Hwy
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth