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
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https://www.folioinstitutional.com
External link for Folio Institutional
- 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
Locations
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Primary
8180 Greensboro Dr.
Ste. 800
McLean, VA 22102, US