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Folgmann Financial Group
Folgmann Financial Group LLC is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
Folgmann Financial Group LLC is a state-registered investment adviser with $38 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
Why is there no public information about Folgmann Financial Group?
Folgmann Financial Group operates without a public-facing website, disclosed investment team, or documented deal history. Many single-family offices maintain this level of opacity by design, conducting all investment activity through private vehicles, external managers, or named individuals rather than the entity itself. The absence of a regulatory requirement to publicly report investments in most jurisdictions allows this discretion.
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