725 15th Street Nw
Washington, District of Columbia 20005-2109
Tel: 202-626-5300
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED, formally registered with the SEC as FOLGER NOLAN FLEMING DOUGLAS INCORPORATED. The firm was established in 04/24/2007. They have over 3 offices throughout the country.
FOLGER NOLAN FLEMING DOUGLAS INCORPORATED is a Washington, District of Columbia based Financial Planning firm with nearly $1,023,458,738 assets under management, offering retirement planning & investment advisory services to 697 clients. The firm is staffed with 52 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319 |
| SEC# | 801-67696 |
| Assets Managed by Firm | $1,023,458,738 |
| No. of Clients | 697 |
| No. of Advisors | 52 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 697 | $1,023,458,738 |
| Individuals (other than high net worth individuals) | 563 | $158,669,613 |
| High net worth individuals | 104 | $804,820,799 |
| Pension and profit sharing plans | 4 | $865,644 |
| Charitable organizations | 24 | $54,901,122 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $273,608,034,966 | 639 | 1010 | |
| $49,409,331,766 | 43 | 87 | |
| $38,423,403,142 | 1279 | 210 | |
| $20,803,317,372 | 74 | 132 | |
| $17,740,436,382 | 61 | 71 |
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