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| Happy Holidays!! thanks for using AUM13F!! |
| Folger Nolan Fleming Douglas Incorporated
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| CRD # | 319 |
| SEC # | 801-67696 |
| CIK # | 0000037846 |
| AUM | $857.7 M (2025-03-27) |
| Employees | 50 (50% Investors, 68% Brokers) |
| Phone | 202-626-5300 |
| Address | 725 15th Street NW Washington, DC 20005-2109 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 401 | 111.6 |
| (b) Individuals (high net worth individuals) | 61 | 732.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.6 |
| (h) Charitable organizations | 7 | 12.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 0.3 |
| Total | 471 | 857.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 471 | 857.7 |
| Total | 471 | 857.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 857.6 | |
| Total | 471 | 857.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Beard Investment Services Inc
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|
OH | 0.9 |
|
MBE Wealth Management LLC
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|
WI | 0.9 |
|
TFB Advisors LLC
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|
KS | 0.9 |
|
Roehl & YI Investment Advisors LLC
✚
|
OR | 0.9 |
|
Pacific Sage Partners LLC
✚
|
WA | 0.9 |
|
MEOW Advisory LLC
✚
|
0.9 | |
|
Jackson Wealth Management LLC
✚
|
FL | 0.9 |
|
Auxier Asset Management LLC
✚
|
OR | 0.9 |
|
Verita Strategic Wealth Partners LLC
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|
0.9 | |
|
Blue Bell Private Wealth Management LLC
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|
PA | 0.9 |