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Folio Investments, Inc. d/b/a Goldman Sachs Custody Solutions Statement of Financial Condition December 31, 2023UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549ANNUAL REPORTS

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What is folio investments inc dba?

Folio Investments Inc is a registered investment firm that operates under 'doing business as' (DBA) to provide a range of financial services, including asset management and investment advisory.

Who is required to file folio investments inc dba?

Folio Investments Inc must file for DBA registration if they operate under a name different from their legal business name, especially if they engage with clients under this name.

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To fill out the Folio Investments Inc DBA, complete the appropriate form provided by your state or local business authority, including the legal business name, DBA name, business address, and any additional required details.

What is the purpose of folio investments inc dba?

The purpose of filing a DBA for Folio Investments Inc is to legally operate under a different name, allowing the firm to market its services more effectively while maintaining transparency with clients.

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Required information usually includes the legal name of the business, the DBA name, the type of business entity, the business address, and sometimes owner information or business purpose.

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