HedgeFolios

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

1432 Springmill Cir, Carmel, Indiana, 46...

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About HedgeFolios

Dohmen HedgeFolios is a professional investment guidance firm led by global market authority Bert Dohmen, offering a unique program that allows investors to manage their own portfolios using established model HedgeFolios. The service is designed for experienced investors, family offices, and financial planners with portfolios of $250,000 or more, providing professional guidance to minimize risk and maximize potential returns in various market conditions. With a focus on advanced sector timing and allocation strategies, HedgeFolios aims to help clients avoid significant losses while capitalizing on market opportunities. Members benefit from exclusive access to structured HedgeFolios, real-time updates, and a dynamic investing process that adapts to market changes.Explore more
HedgeFolios's Social MediaPopular SearchesHedgeFoliosDohmen Strategies LLCSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

HedgeFolios

$5.7M
11-50
Private
-
2014
N/A
<$5M
11-50
Private
-
2014
AR
Austin RoncancioChief Client Officer (Cco) & Portfolio Manager & Managing Director, Equity Research
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
1984
CM
Carol Mac LeanAssistant Vice President & Investment Compliance Advisor
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2004
Richard Romey, President at ETF Portfolio Partners
Richard RomeyPresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

HedgeFolios is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

HedgeFolios is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about HedgeFolios.

HedgeFolios Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding HedgeFolios

What is HedgeFolios's official website?
HedgeFolios's official website is www.hedgefolios.com
What is HedgeFolios's Revenue?
HedgeFolios's revenue is $5.7 Million
What is HedgeFolios's SIC code?
HedgeFolios's SIC: 62,628
What is HedgeFolios's NAICS code?
HedgeFolios's NAICS: 52,523
How many employees does HedgeFolios have?
HedgeFolios has 11-50 employees
What industry does HedgeFolios belong to?
HedgeFolios is in the industry of: Finance, Securities Trading
What is HedgeFolios competition?
HedgeFolios top competitors include: ETF Portfolio Partners, Eppolito Financial Strategies, Quantumvest, Evanson Asset Management
What technology does HedgeFolios use?
Some of the popular technologies that HedgeFolios uses are: WordPress.org, Cloudflare Website Optimization, Cloudflare CDN, Microsoft 365
What does HedgeFolios do?

Dohmen HedgeFolios is a professional investment guidance firm led by global market authority Bert Dohmen, offering a unique program that allows investors to manage their own portfolios using established model HedgeFolios. The service is designed for experienced investors, family offices, and financial planners with portfolios of $250,000 or more, p... roviding professional guidance to minimize risk and maximize potential returns in various market conditions. With a focus on advanced sector timing and allocation strategies, HedgeFolios aims to help clients avoid significant losses while capitalizing on market opportunities. Members benefit from exclusive access to structured HedgeFolios, real-time updates, and a dynamic investing process that adapts to market changes.Read More

What are HedgeFolios social media links?
HedgeFolios Linkedin page HedgeFolios Twitter page HedgeFolios Facebook page
Is HedgeFolios a public company?
HedgeFolios is private company therefore does not currently have an official ticker symbol
See more information about HedgeFolios

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