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Woolf And Foldes (Miami)


Woolf And Foldes is a large advisory firm based in Miami. It manages $125 million of regulatory assets for 215 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.

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Woolf And Foldes provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Woolf And Foldes: assets under management

The assets under management (AUM) of Woolf And Foldes is $125 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $125 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $581.4 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Woolf And Foldes for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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.

Based in Miami

The principal office where Woolf And Foldes performs its advisory services is located at 9130 S Dadeland Blvd, Miami, FL 33156, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 305-670-0545 or by fax 305-670-0636. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.woolfandfoldes.com.


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