Overview
Assets Under Management: $1.2 billion
Headquarters: WASHINGTON, DC
High-Net-Worth Clients: 350
Average Client Assets: $3 million
Frequently Asked Questions
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140444), FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. is headquartered in WASHINGTON, DC.
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. serves 350 high-net-worth clients according to their SEC filing dated April 25, 2024. View client details ↓
According to their SEC Form ADV, FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. manages $1.2 billion in client assets according to their SEC filing dated April 25, 2024.
According to their SEC Form ADV, FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 350
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 455
Discretionary Accounts: 455
Regulatory Filings
CRD Number: 140444
Last Filing Date: 2024-04-25 00:00:00
Website: https://fnfd.com