Formula Folio Investments LLC
Legal Name: FORMULA FOLIO INVESTMENTS, LLC
Full Contact Details
Formula Folio Investments LLC
89 IONIA AVE NW, SUITE 600, GRAND RAPIDS, MI
616-667-2150
616-667-2218
Other Info
Formula Folio Investments LLC, based in Michigan, is a Limited Liability Company with 114 employees, including 17 in advisory positions. The company provides investment services to a diverse clientele of 6645 individuals, and is considered approved by the U.S. Securities and Exchange Commission, as per its registration on November 28, 2011.
FormulaFolio Funds
Menu Home Products Hedged Growth Tactical Income Smart Growth Tactical Growth About Team Contact A Smarter Way to Invest® We work with financial professionals and individual investors to provide a rules based investment strategy focused on identifying US equities with strong financial statements an…
FormulaFolios | Brookstone Capital Management
Brookstone Capital Management and FormulaFolios have merged to create a $6.5 Billion+ RIA. Together, they've created one of the largest RIAs catering to independent retirement advisors.
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Direct Owners
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ANDREW ALDEN CRAIG
MEMBER owns less than 5%
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BRANDON DAVID GEORGE
MEMBER owns less than 5%
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DANIELLE LYNNE TYLER
CHIEF COMPLIANCE OFFICER owns less than 5%
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DIANE MARIE FERRIS
CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER / SECRETARY / TREASURER owns less than 5%
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EDWARD WILLIAM NOLAN
MEMBER owns less than 5%
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JAMES WALTER WARD
CHIEF PEOPLE OFFICER owns less than 5%
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JASON MICHAEL CRUMP
MANAGING MEMBER/ CHIEF EXECUTIVE OFFICER (CEO) owns more than 5% but less than 10%
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JASON ROBERT WENK
MANAGING MEMBER / EXECUTIVE DIRECTOR OF PRODUCT DEVELOPMENT / STRATEGIC CONSULTANT owns more than 25% but less than 50%
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JOEL GERALD VANWOERKOM
MANAGING MEMBER/ PRESIDENT owns more than 10% but less than 25%
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ROBERT MICHAEL LESTER
MEMBER owns more than 5% but less than 10%
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STEPHEN ABRAHAM ASHTON
MEMBER owns less than 5%
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STEPHEN WALKER ODOM
MEMBER owns more than 10% but less than 25%
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STEVEN MONROE CRAIG
MEMBER owns more than 10% but less than 25%