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Building 2FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC.

Map pinWASHINGTON, DC
Phone202-626-5220
NotebookSEC #801-13545
Total AUM
$1.2B
Employees
9
Clients
488

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
725 15TH STREET N.W.
WASHINGTON
DC 20005
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
202-626-5220

ReceiptFinancials

Total AUM
$1.2B
Accounts
488
Discretionary
$1.2B
Accounts
488
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
137
AUM
$32.9M
HNW Individual Clients
341
AUM
$1.2B
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
8
AUM
$15.4M
Corporation or Business Clients
1
AUM
$117K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO MANAGEMENT FOR CHARITABLE ENTITIES
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CADCFLMAMDNYVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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