Unclaimed Profile

Michael James Folker

TOWNSQUARE CAPITAL, LLC·PROVO, Utah

SIE, Series 7, Series 63, Series 65Clean record13 years registeredTOWNSQUARE CAPITAL, LLC

5314 RIVER RUN DRIVE, PROVO, UT 84604CRD# 6222428Firm CRD# 288576

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael James Folker · PROVO, UT

Registration

CRD #6222428 · TOWNSQUARE CAPITAL, LLC · 13 years registered

Brand Profile

Not yet started

Career History

TOWNSQUARE CAPITAL, LLC

Jul 2017 – present

ALLEGIS INVESTMENT ADVISORS, LLC

Jul 2013 – Oct 2017

IDAHO FALLS, ID

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · July 30, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOWNSQUARE CAPITAL, LLC

CRD 288576 · SEC 801-110591

AUM

$8.8B

Regulatory assets under management

Employees

33,539 client accounts

Services offered by TOWNSQUARE CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at TOWNSQUARE CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Michael James Folker offer?

Michael James Folker specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.

What are Michael James Folker's credentials?

Michael James Folker is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael James Folker located?

Michael James Folker is based in PROVO, Utah, working with TOWNSQUARE CAPITAL, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.

How does Michael James Folker charge for services?

Michael James Folker's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOWNSQUARE CAPITAL, LLC?

TOWNSQUARE CAPITAL, LLC has approximately 17 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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