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Treasurer and Vice President, Tax & Finance · Ascensus Investment Advisors, LLC

Michael R. Folmer

CRD 5655451 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Ascensus Investment Advisors, LLC, an SEC-registered asset manager based in Needham, MA with $13.0 billion in regulatory assets, lists Michael R. Folmer on its Form ADV as Treasurer and Vice President, Tax & Finance, a control person. The SEC filings also name Michael at 1 other registered adviser.

Firms and roles

AtlasMembers

Michael’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Margaret B. CreontePresident, Ascensus Investment Advisors, LLC
  • Thomas LoweVice President, Investment Management, Ascensus Investment Advisors, LLC
  • Thomas J. HewittSenior Vice President Relationship Management, Ascensus Investment Advisors, LLC
  • David B. MacInnisChief Compliance Officer and Secretary, Ascensus Investment Advisors, LLC
  • Matthew E. MeyerPresident and Manager, Newport Group Consulting, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.