FOLGER NOLAN FLEMING DOUGLAS INCORPORATED
Washington, District of Columbia
4.2
5 Reviews
Folger Nolan Fleming Douglas Incorporated, a reputable regional investment advisory firm headquartered in Washington, DC, boasts a robust clientele of over 570 individual clients. With an impressive $972,056,000 in assets under management, the company has established itself as a trusted player in the financial industry. Operating from three strategically located offices, they offer personalized investment solutions to cater to the unique needs of their diverse clientele.
While 401K and individual accounts comprise less than 30% of their assets under management, Folger Nolan Fleming Douglas Incorporated possesses the expertise to ...
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Assets Under Mgmt
$972.06M
Investment Professionals
25
Locations
2
% 401K & Individual
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Other: RECOMMEND WRAP FEE MANAGEMENT PROGRAMS OF OTHER REGISTERED INVESTMENT ADVISERS
Other Business Activities
Broker-dealer (Registered or unregistered)
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Found to have been involved in a violation of self-regulatory organizations rules
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