Formula Folio Investments LLC

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CAFR Data
Formula Folio Investments LLC
CRD #153467
SEC #801-72780
CIK #1626982
AUM $3.2 BB (93% Disc, 100% US)
Employees114 (15% Investors, 0% Brokers)
Phone616-667-2150
Address89 Ionia Ave NW
Grand Rapids, MI 49503
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($BB)
5.04.03.02.01.00.02011201420172020
Comparable Firms State AUM ($BB)
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KY 3.3
Geneos Wealth Management Inc
CO 3.3
QCI Asset Management Inc
NY 3.3
Northwest Capital Management Inc
OR 3.3
Pension Consultants Inc
MO 3.3
TD Private Client Wealth LLC
NY 3.2
BTC Capital Management Inc
IA 3.2
Procourse Fiduciary Advisors LLC
IN 3.2
Lawing Financial Inc
KS 3.1
VSR Financial Services Inc
KS 3.1
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