Kurt Folcher, financial advisor Newtown PA

Kurt Folcher

CRD Number: 2048375
Current Firm: Andrew Garrett, Inc.

Kurt Folcher (CRD# 2048375) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Andrew Garrett, Inc. New York, NY Feb 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Kurt D. Folcher
Phone Number: 212-682-8833
Registered State(s):
  • AL
  • CA
  • CO
  • DE
  • FL
  • GA
  • MI
  • NJ
  • NY
  • PA
  • SC
  • VA
  • WA
By the Numbers
  • Total Assets Under Management
    406
    MILLIONS
  • Total Number of Accounts
    1,050
    ACCOUNTS
  • Average Account Value
    $386,662
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV

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