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Michael James Folker

Townsquare Capital, LLC

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About Michael James Folker

Michael James Folker is an investment advisor representative associated with Townsquare Capital, LLC. Michael has 9 years of experience in the securities industry. Michael holds Series 63 and 65 licenses and has passed the SIE and Series 7 exams. Michael’s current employment is with Townsquare Capital, LLC, where he is registered with the state of Idaho and Utah. Michael previously worked with Allegis Investment Advisors, LLC and Allegis Investment Services, LLC. Michael has provided investment advice to a variety of clients including corporations, individuals, pooled investment vehicles, and other investment advisors.

Firm Information

Michael Folker is currently registered with Townsquare Capital, LLC. Townsquare Capital, LLC is a Registered Investment Adviser headquartered in PROVO, UT. The firm provides investment advisory services to a variety of clients, including high net worth individuals, other investment advisers, and pooled investment vehicles. The firm specializes in portfolio management and pension consulting. They manage approximately $8.8 billion in assets.
Townsquare Capital, LLC

5314 RIVER RUN DRIVE

PROVO, UT 84604

$8.78B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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sub-advisory services

Sub-advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Folker’s Registration & Firm History

UT

07/21/2017 - Present

Townsquare Capital, LLC (PROVO UT)

ID

05/04/2015 - 06/29/2017

ALLEGIS INVESTMENT SERVICES, LLC (IDAHO FALLS ID)

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Licenses & Designations

BC

Issued 02/16/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/30/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael James Folker.
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