$23.8M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
3 Employees
1,058 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Apex ยท Stonex
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-26-2019
- Office Locations
- 1
Office Locations
1221 Brickell Ave. Ste. 900 Miami FL
About Folionet Advisers LLC
Folionet Advisers offers an app-based way to open and fund U.S. investment accounts from anywhere, with team-validated onboarding and support. Clients can transfer from a U.S. bank, wire from non-U.S. banks, or move holdings via ACAT from another broker. Public disclosures indicate portfolios are primarily ETF-based.
Team overview
33 AVG AGE
$23.8M AVG AUM / ADVISOR
$22.5K AVG AUM / CLIENT
3.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JUAN L SANTOS
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #5656132
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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J
Juan Fidel Del Valle Alvarez Escontrela
--
- CRD
- #7127010
Available
Available
Available
R
Rodrigo Franco Lopez
--
- CRD
- #7012660
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,840,850 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,840,850 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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