AdvisorCensus / Financial advisors / Florida / Miami, FL / Folio Investments, Inc.
Financial advisors in Miami, FL using Folio Investments, Inc.
7 SEC-registered investment advisory firms headquartered in the Miami, FL metro area name Folio Investments, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Aventura Private Wealth, LLC | Aventura | SEC-registered investment adviser | $100 million to $500 million |
| Element Pointe Family Office | Miami | SEC-registered investment adviser | $1 billion to $5 billion |
| Financial Trust Asset Management Chartered | Boca Raton | SEC-registered investment adviser | $100 million to $500 million |
| Fiori Financial Group | Fort Lauderdale | SEC-registered investment adviser | $500 million to $1 billion |
| LMPG Wealth Advisors, LLC | Miami | SEC-registered investment adviser | $100 million to $500 million |
| Route 20 Private Wealth Inc. | Fort Lauderdale | SEC-registered investment adviser | $25 million to $100 million |
| Sanctuary Advisors, LLC | Miami | SEC-registered investment adviser | Over $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Folio Investments, Inc. nationwide
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