AdvisorCensus / Custodians / Folio Investments, Inc.
Investment advisory firms using Folio Investments, Inc. as a custodian
58 SEC-registered investment advisory firms name Folio Investments, Inc. as holding 10% or more of their separately managed account assets on Form ADV. Metro areas with at least 3 of them are below.
| Metro area | Advisory firms |
|---|---|
| Miami, FL | 7 |
| Dallas, TX | 4 |
| Atlanta, GA | 3 |
| Toledo, OH | 3 |
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.
Cite this page
AdvisorCensus. Investment advisory firms using Folio Investments, Inc. as a custodian. https://advisorcensus.com/custodians/folio-investments https://advisorcensus.com/custodians/folio-investments