Foliotraxx LLC (Seattle)

Name: Foliotraxx LLC
Address: 2329 N 58 Th St, Seattle, WA, 98103
Telephone: 510-910-0416

Foliotraxx LLC is an internet adviser based in Seattle. It manages $3.21 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Massachusetts and Washington.

Foliotraxx provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Foliotraxx: assets under management

The assets under management (AUM) of Foliotraxx LLC is $3.21 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $3.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $145.92 thousand each.

Foliotraxx has custody of $1.66 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Foliotraxx LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Foliotraxx LLC

Tina Marie Bronkhorst joined the executive team most recently as the Managing Member/Chief Marketing Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Bolotski	Managing member/chief compliance officer	1 Apr 2012	50% - 75%	6178668
Jeremy De Bonet	Managing member/chief executive officer	1 Jun 2012	25% - 50%	6315897
Tina Marie Bronkhorst	Managing member/chief marketing officer	1 May 2013	25% - 50%	6315884

Based in Seattle

The principal office where Foliotraxx LLC performs its advisory services is located at 2329 N 58 Th St, Seattle, WA 98103 The mailing address of the firm is P.O. Box 31664, Seattle, WA 98103. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 510-910-0416. The normal business hours are by appt only on Monday - Friday. You can find more information about the New York firm at www.foliotraxx.com.