Foliometrix, LLC is a large advisory firm based in Omaha. It manages $312.47 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Nebraska and Oregon.
Foliometrix provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, publication of newsletters, and model portfolio services to other investment advisors. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Foliometrix, LLC is $312.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 208215% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Foliometrix, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Steven James Wruble has served as the Chief Investment Officer since 1 Apr 2013. Foliometrix Funding Llc joined the executive team most recently as the Member.
The principal office where Foliometrix, LLC performs its advisory services is located at 101 S 108 Th Avenue, Omaha, NE 68154, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-952-4807 or by fax 503-867-8933. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at foliometrix.com.