Folse Financial
RIAState Registered
Total AUM
$1.4M
Discretionary
$1.4M
100% of AUM
Avg account
$67.9K
Accounts
21
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 336470
- Website
- folse.financial
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Folse Financial LLC is an independent, Texas-registered advisory firm organized as an LLC and owned by an individual principal. The firm serves both individual and family clients as well as some institutional relationships, providing financial planning, portfolio management for individuals and small businesses, and pension consulting. Its client fee model relies on hourly and fixed-fee arrangements rather than AUM-based or commission structures.
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
Asset composition
- Private Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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