Foliometrix, LLC (Omaha)

Name: Foliometrix, LLC
Address: 101 S 108 Th Avenue, Omaha, NE, 68154
Telephone: 888-952-4807

Foliometrix, LLC is a large advisory firm based in Omaha. It manages $312.47 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Nebraska and Oregon.

Foliometrix provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutional clients, publication of newsletters, and model portfolio services to other investment advisors. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Foliometrix: assets under management

The assets under management (AUM) of Foliometrix, LLC is $312.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 208215% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $312.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.41 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Foliometrix, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Foliometrix, LLC

Steven James Wruble has served as the Chief Investment Officer since 1 Apr 2013. Foliometrix Funding Llc joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dale Jerome Murphey	President & ceo, managing director, managing member	1 Feb 2009	Other	4152012
Llc Foliometrix Holdings	Managing member	1 Dec 2009	75% - 100%	27-0839475
Llc Uptrade Research Associates	Llc	1 Dec 2009	75% - 100%	27-0839475
Julie Marie Koethe	Chief financial officer	1 Sep 2010	Other	5849298
Gregory Allan Rutherford	Managing director, managing member	1 Jul 2011	Other	2459249
Steven James Wruble	Chief investment officer	1 Apr 2013	Other	4563896
Emily K Silva	Chief compliance officer	1 Jul 2014	Other	3224656

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Dale Jerome Murphey	Managing member & president	1 Dec 2009	25% - 50%	4152012
Gregory Allan Rutherford	Managing member	1 Aug 2012	25% - 50%	2459249
Foliometrix Funding Llc	Member	1 May 2015	25% - 50%	47-2353195

Based in Omaha

The principal office where Foliometrix, LLC performs its advisory services is located at 101 S 108 Th Avenue, Omaha, NE 68154, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-952-4807 or by fax 503-867-8933. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at foliometrix.com.