Folio Financial, Inc. is a brokerage and investment company founded in 1999 by Steven Wallman. Based in McLean, VA, the company caters to a global clientele including investors, financial advisors, and financial institutions.
With a team of 51-200 employees, Folio Financial offers a range of services both on a full-service and technology-licensed basis. Their innovative approach allows clients to access brokerage services that meet their individual needs and preferences.
Folio Financial prides itself on providing tailored investment solutions to help clients navigate the complexities of the financial world. Whether you’re an individual investor looking to grow your wealth, a financial advisor seeking support for your clients, or a financial institution in need of specialized services, Folio Financial has the expertise and resources to assist you.
Since its inception, Folio Financial has been committed to excellence and client satisfaction. By combining industry expertise with cutting-edge technology, they strive to deliver superior results and drive success for their clients. With 381 followers and a growing reputation in the industry, Folio Financial continues to make its mark as a trusted partner in the world of investments.
Overall, Folio Financial, Inc. stands out as a reliable and innovative brokerage and investment company, dedicated to helping clients achieve their financial goals and secure their financial futures.