Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools. Folio Institutional supports institutions and more than 420 financial advisor firms nationwide that have billions of dollars in assets on the Folio platform. ©2018 by FOLIOfn, Inc. Folio Investing®, Folio Institutional®, Folio Advisor®, Folio Client®, FOLIOfn®, Folios®, and VIA Folio® are trademarks of FOLIOfn, Inc. All rights reserved. Securities products and brokerage and clearing services are offered by Folio Investments, Inc., a registered broker-dealer and member FINRA/SIPC. Investment advisory services are offered through FOLIO Research, LLC, an investment advisor registered with the Commonwealth of Virginia. Folio Investments, Inc. and FOLIO Research, LLC are separate, wholly owned subsidiaries of FOLIOfn, Inc.
| Website | https://www.folioinstitutional.com |
| Revenue | $10.4 million |
| Employees | 1 (1 on RocketReach) |
| Founded | 2000 |
| Address | 8180 Greensboro Dr. Ste. 800, McLean, Virginia 22102, US |
| Phone | +1 312-329-8427 |
| Fax | (703) 245-4800 |
| Technologies |
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| Industry | Investment Management, Finance General, Custody, Finance, Clearing, Online Brokerage, Advisor-Guided Robo Asset Management, Tax Management Tools, Advisor Services, RIA trading technology, Model Asset Management, Commission-Free Trading, Retirement Plan Solutions |
| Web Rank | 1 Million |
| Keywords | Folio Instituational, Folio Wealth Management, Folio Institutional Fees, Folio Institutional, "Kirk Drake" |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Ally, E*TRADE Bank c/o E*TRADE Financial, LLC, Robinhood, TRAD ACCESS LIMITED, TD Ameritrade, Pershing, a BNY Mellon company, DriveWealth +51 more (view full list) |
| SIC | SIC Code 621 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 51 Companies, NAICS Code 517 Companies |
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Folio Institutional Questions
The Folio Institutional annual revenue was $10.4 million in 2026.
Alex Plechash is the Vice President and Division Manager of Folio Institutional.
1 people are employed at Folio Institutional.
Folio Institutional is based in McLean, Virginia.
The NAICS codes for Folio Institutional are [51, 517].
The SIC codes for Folio Institutional are [621, 62].
Top Folio Institutional Employees
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Alex Plechash
Vice President and Division Manager at Folio Institutional
Washington, DC, US21
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