Folgmann Financial Group LLC

Folgmann Financial Group LLC (CRD# 309348) is a financial advisory firm headquartered in , . They manage $12,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $300,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Folgmann Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Chris Folgmann, financial advisor Woodinville WA
Chris R. Folgmann
CRD#: 2490969
Woodinville, WA

Chris Folgmann (CRD# 2490969) is an Investment Advisor Representative working at Folgmann Financial Group LLC in Woodinville, WA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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