AdvisorCensus / Financial advisors / Ohio / Toledo, OH / Folio Investments, Inc.
Financial advisors in Toledo, OH using Folio Investments, Inc.
3 SEC-registered investment advisory firms headquartered in the Toledo, OH 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 |
|---|---|---|---|
| Atlantis Wealth Advisors LLC | Maumee | SEC-registered investment adviser | $100 million to $500 million |
| Camelot Portfolios, LLC | Maumee | SEC-registered investment adviser | $100 million to $500 million |
| Munn Wealth Management, LLC | Maumee | SEC-registered investment adviser | $100 million to $500 million |
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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