Folmar Advisory, LLC

Overview

Folmar Advisory, LLC is an independently owned RIA organized as a limited liability company and operated by an individual owner. The firm focuses on fee-for-service financial planning rather than discretionary portfolio management: it bills clients using hourly and fixed-fee arrangements and lists financial planning services as its primary advisory activity. It is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not set up as a capital allocator or pension consultant. The firm's SEC registration year is not reported in the source data.

Assets & Accounts

Investments & Alternatives