What departments does Folio Institutional have?

Folio Institutional has employees across 1 departments including Sales.

What is the largest department at Folio Institutional?

The largest department at Folio Institutional is Sales with 2 employees.

Where are Folio Institutional employees located globally?

Folio Institutional has employees across 1 continents and 1 countries including United States Of America.

How has Folio Institutional's team size changed over time?

Folio Institutional's team has decreased from approximately 5 to 1 employees based on available data.

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Folio Institutional Employee Directory

Investment ManagementVirginia, United States0-1 Employees

Folio Institutional operates an integrated platform that combines brokerage and custodial services for institutions and financial advisory firms. The platform includes trading, portfolio management, and client-management capabilities, supported by patented technology. It serves institutions and more than 420 financial advisor firms nationwide, with assets on the Folio platform. The company is based in McLean, Virginia. In the broader Folio organization, securities products and brokerage and clearing services are offered by Folio Investments, Inc., while investment advisory services are provided through Folio Research, LLC; both are separate, wholly owned subsidiaries of FOLIOfn, Inc.

Folio Institutional Global Highlights

North America
8

United States Of America
8

Folio Institutional's Leadership

A. P.
Vice President & Division Manager
Mobile Phone
Email
B. B.
Vice President, Institutional Sales - Retirement Services
Mobile Phone
Email
R. S.
Folio Institutional Vice President, Sales
Mobile Phone
Email
B. M.
Mobile Phone
Email
J. D.
Mobile Phone
Email

Folio Institutional Employee Metrics

100%

50%

2026

2025

Other
Banking
Accounting
Administrative
Analytics
Arts & Design

Contact profiles from Folio Institutional

Name

Title

Contact Info

Location

Last Update

B. B.
Vice President, Institutional Sales - Retirement Services
Mobile Phone
Email
Oct 16, 2024
R. S.
Folio Institutional Vice President, Sales
Mobile Phone
Email
Oct 23, 2024
A. P.
Vice President & Division Manager
Mobile Phone
Email
United StatesDc
May 29, 2026
B. M.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. D.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Folio Institutional known for?

Folio Institutional was founded in 2000 operates in the Investment Management industry. The company's main headquarters is located in 8180 Greensboro Drive Suite 800 Mclean, Virginia United States; you can contact the main corporate office by phone at

+1-703-245-****

. Explore Folio Institutional's company overview page for more information.

What is Folio Institutional's most common email format?

Folio Institutional employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Folio Institutional email formats with LeadIQ.

How many employees does Folio Institutional have currently?

Folio Institutional has approximately 1 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Folio Institutional's key employees and leadership?

As of May 2026, Folio Institutional's key employees include:

Vice President & Division Manager: A. P.
Vice President, Institutional Sales - Retirement Services: B. B.
Folio Institutional Vice President, Sales: R. S.
: B. M.
: J. D.

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Folio Institutional Employee Directory

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