Julia
Cohey

Folger Nolan Fleming Douglas Inc

CRD#1253938
Investment Advisor
in Cambridge, MD

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About this Advisor

Julia Cohey is a financial advisor based in Cambridge, Maryland who has 14 years of industry experience. Cohey is an advisor for Folger Nolan Fleming Douglas Inc. They have spent their complete time as a financial advisor at Folger Nolan Fleming Douglas Inc. Cohey holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can serve investors in Maryland. Folger Nolan Fleming Douglas Inc is an advisory firm that has its headquarters in Washington, DC. The investment advisory business has offices in two locations and a total of 54 financial advisors. It administers $972 million in assets between its 688 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm advises 19 charitable organizations. Of its 688 customer accounts, just 14% are associated with high-net-worth investors who have at least $1 million in assets. Folger Nolan Fleming Douglas Inc offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees billed by Folger Nolan Fleming Douglas Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Office Location

601 Locust Street, Ste 101
Cambridge, MD 21613-1860

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Folger Nolan Fleming Douglas Inc Brokerage Details

Total Assets Under Management

$972,056,472

MD Average: $4,886,152,200
Total Number of Employees

54

MD Average: 60
Total Number of Accounts

688

MD Average: 205
Average Account Size

$1,412,873

MD Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Julia Cohey Work History

Julia has been registered as a financial advisor for 14 years.*

1991 - Present (33 years)

Folger Nolan Fleming Douglas Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Julia Cohey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Folger Nolan Fleming Douglas Inc

Ashley Wetzel
Washington, DC
Kevin Flaherty
Cambridge, MD
Nicholas Folger
Washington, DC
William Fryer
Cambridge, MD
Robert Kwiatkowski
Washington, DC
W Booth
Washington, DC
Andrew Mcgregor
Washington, DC
Konstantina Karterouli
Washington, DC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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