CRD: 319
Folger Nolan Fleming Douglas Incorporated
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-26-1972
- Office Locations
- 4
Office Locations
About Folger Nolan Fleming Douglas Incorporated
Folger Nolan Fleming Douglas is a privately owned, full-service brokerage and investment advisory firm based in Washington, DC with Maryland branches. Serving retail and institutional investors, the team helps clients build and manage wealth through planning and portfolio construction using ETFs, mutual funds, and fixed income. Independent and family owned since 1889—Washington’s oldest investment firm.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN RANDALL CURRENT
DIRECTOR, Executive Vice President, Secretary, SENIOR EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #2020187
- Ownership
- Less than 5%
LEE MERRITT FOLGER
DIRECTOR, SENIOR ADVISOR
- CRD
- #210685
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
STEPHEN WOODHULL BAKER
Financial Advisor
- CRD
- #1297507
BRYAN MATTHEW BAQUER
Financial Advisor
- CRD
- #3184757
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $33,635,241 | $361,669 |
| Non-Discretionary | $763,716,629 | $4,519,033 |
| Total | $797,351,870 | $3,043,328 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing