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| Keyboard |
| Folger Nolan Fleming Douglas Incorporated
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|---|---|
| CRD # | 319 |
| SEC # | 801-67696 |
| CIK # | 0000037846 |
| AUM | 797.4 M (2026-03-27) |
| Employees | 44 (50% Investors, 70% 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) | 215 | 71.4 |
| (b) Individuals (high net worth individuals) | 42 | 717.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 4 | 7.7 |
| (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 | 262 | 797.4 |
| By Discretionary | ||
| Discretionary | 93 | 33.6 |
| Non-Discretionary | 169 | 763.7 |
| Total | 262 | 797.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 797.4 | |
| Total | 262 | 797.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 262 |
| Serves | Institutional, Retail |
| LEI | 254900DD93O7YH65O708 |
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|---|---|---|
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Brady Martz Wealth Solutions LLC
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|
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