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| Folger Nolan Fleming Douglas Incorporated
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| |
|---|---|
| CRD # | 319 |
| SEC # | 801-67696 |
| CIK # | 0000037846 |
| AUM | $1.0 BB (2024-03-27) |
| Employees | 52 (48% Investors, 67% Brokers) |
| Phone | 202-626-5300 |
| Address | 725 15th Street NW Washington, DC 20005-2109 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 563 | 158.7 |
| (b) Individuals (high net worth individuals) | 104 | 804.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.9 |
| (h) Charitable organizations | 24 | 54.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 2 | 4.2 |
| Total | 697 | 1,023.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 697 | 1,023.5 |
| Total | 697 | 1,023.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 10.0 | |
| United States Persons | 1,013.5 | |
| Total | 697 | 1,023.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Northern Trust Securities Inc
✚
|
IL | 1.0 |
|
Greystone Financial Group LLC
✚
|
MI | 1.0 |
|
Falcon Wealth Planning Inc
✚
|
CA | 1.0 |
|
Duncan Williams Asset Management LLC
✚
|
TN | 1.0 |
|
Pinkerton Retirement Specialists LLC
✚
|
ID | 1.0 |
|
Valley Wealth Strategies LLC
✚
|
CA | 1.0 |
|
Matrix Asset Advisors Inc
✚
|
NY | 1.0 |
|
Claro Advisors LLC
✚
|
MA | 1.0 |
|
Fourstar Wealth Advisors LLC
✚
|
IL | 1.0 |
|
Hazlett Burt & Watson Inc
✚
|
WV | 1.0 |