Folmar Advisory, LLC
Firm details
- Headquarters
- Southfield, Michigan
- CRD number
- 141240
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Larry Folmar
Investment Advisor RepresentativeCRD 210745
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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