Folio Institutional

Folio Institutional

Investment Management

McLean, VA 572 followers

BROKERAGE. CUSTODY. ADVANCED FINANCIAL TECHNOLOGY.

About us

Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools. Folio Institutional supports institutions and more than 420 financial advisor firms nationwide that have billions of dollars in assets on the Folio platform. ©2018 by FOLIOfn, Inc. Folio Investing®, Folio Institutional®, Folio Advisor®, Folio Client®, FOLIOfn®, Folios®, and VIA Folio® are trademarks of FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Investment advisory services are offered through FOLIO Research, LLC, an investment advisor registered with the Commonwealth of Virginia. Folio Investments, Inc. and FOLIO Research, LLC are separate, wholly owned subsidiaries of FOLIOfn, Inc.

Website
https://www.folioinstitutional.com
Industry
Investment Management
Company size
51-200 employees
Headquarters
McLean, VA
Type
Privately Held
Founded
2000
Specialties
custody, clearing, online brokerage, advisor-guided robo asset management, tax management tools, advisor services, RIA trading technology, model asset management, commission-free trading, and retirement plan solutions

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