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Building 2FOLDES FINANCIAL MANAGEMENT

Map pinMIAMI, FL
Phone305-670-0545
NotebookSEC #801-69309
Total AUM
$570.6M
Employees
5
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9150 SOUTH DADELAND BLVD.
SUITE 902
MIAMI
FL 33156
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
305-670-0545

ReceiptFinancials

Total AUM
$570.6M
Accounts
1,854
Discretionary
$570.6M
Accounts
1,854
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLMDMNMONJNYPASCTXWA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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