Formula Folio Investments LLC


Assets, Funds, Holdings

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Formula Folio Investments LLC
CRD #153467
SEC #801-72780
CIK #1626982
AUM $3.2 BB (93% Disc, 100% US)
Employees114 (15% Investors, 0% Brokers)
Address89 Ionia Ave NW
Grand Rapids, MI 49503
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram]
Total AUM ($BB)
Comparable Firms State AUM ($BB)
TODD Asset Management LLC
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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