Be advised. This firm is no longer registered.

Foliometrix, LLC

Foliometrix, LLC (CRD# 150084) is a financial advisory firm headquartered in Omaha, NE. They manage $133,986,363 in 13 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
101 S 108th Avenue, Suite 101, Omaha, NE 68154
By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $10,306,643
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NE, OR

Financial Advisors at Foliometrix, LLC
No Advisor Found.

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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