F
CRD: 309348
Folgmann Financial Group LLC
Woodinville, WA
8008772474
$38.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-21-2020
- Office Locations
- 1
Office Locations
-- Woodinville WA
About Folgmann Financial Group LLC
Folgmann Financial Group LLC is a Woodinville-based RIA. The firm has been operating for 5 years. Managing $38.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$38.0M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Frontier delta Timber optima Quantum
Investment Themes
Vector matrix
Investment Vehicles
Vector north
Services
Alpha eagle Oak Horizon optima Signal Crest
Owner & Executives
C
CHRIS RANDALl FOLGMANN
Owner
- CRD
- #2490969
- Ownership
- 75% or more
(966) 973-9634
horizon.atlas@beaconcapital.com
in linkedin.com/in/delta-timber
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $38,000,000 | -- |
| Total | $38,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,000,000
Equity - Exchange:
40.4% Cash:
22.2% U.S. Government/Agency:
37.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,254,352,942 | 40.4% |
| Cash | $689,273,151 | 22.2% |
| U.S. Government/Agency | $1,161,207,921 | 37.4% |
| Total | $3,104,834,014 | 100.0% |