A Discount Brokerage Innovator in Fractional Shares & Thematic Investing

Recently Released!!!
Date Published: March 2, 2016
Summary Power Point Deck: 19 Slides
Reference Power Point Deck: 117 Slides

Foliofn was founded by Steve Wallman in 1998 and is based in McLean, VA. The company has 100 employees & $19.1 million revenues. Foliofn is led by its CEO Steve Wallman. Foliofn's web sites can be found at &

Foliofn's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Retail Phase
  • Financial Advisor Phase
  • Institutional Diversification Phase
  • Streamlining Phase
Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, assets under administration, net new assets under administration, revenues, expenses, EBITDA, net profits from continuing operations, net profits from discontinued operations, & net profits.

Its profile includes detailed outlines of its core businesses, including:

  • Folio Investing
  • Folio Institutional
And its profile concludes with the highlights of its organizational structure & ownership.
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