Formula Folio Investments LLC
Legal Name: FORMULA FOLIO INVESTMENTS, LLC
Full Contact Details
Other Info
Formula Folio Investments LLC is legally known as FORMULA FOLIO INVESTMENTS, LLC. It is a MI Limited Liability Company. This firm has 114 employees, of which 17 are employees in advisory roles. It serves 6645 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Nov 28, 2011.
FormulaFolio Funds
Menu Home Products Hedged Growth Tactical Income Smart Growth Tactical Growth US Equity Portfolio US Equity Fund 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 …
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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%