FormulaFolio Investments LLC

  • Financial Services
  • Grand Rapids MI
  • 15 employees
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Company Overview

Headquarters
89 Ionia NW Suite 600, Grand Rapids MI
Website
brookstonecm.com
Phone
(888) 562-8880
Employees
15
Founded in
2011
Industry
Financial Services
NAICS Code
NAICS Code 52591 Companies
NAICS Code 525 Companies
NAICS Code 5259 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$44B

Total Funding Amount

$1M

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Who is FormulaFolio Investments LLC

FormulaFolio Investments LLC is a company based in Grand Rapids, Michigan. As a limited liability company, it employs 15 people and generates an annual revenue of $44.2 million. FormulaFolio Investments specializes in providing investment solutions for independent retirement advisors. The company was acquired by Brookstone Capital Management, a move intended to create one of the fastest growing and largest Registered Investment Advisors (RIAs) in the United States. For the latest news and updates, please visit Brookstone Capital Management's LinkedIn page at www.linkedin.com/company/brookstone-capital-management/.

FormulaFolio Investments LLC Industry Tags

Investing
Corporate Retirement Plans
Investment Strategy
Money Management
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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FormulaFolio Investments LLC Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of FormulaFolio Investments LLC's headquarters?
The headquarters of FormulaFolio Investments LLC are situated at 89 Ionia NW Suite 600, Grand Rapids MI
What is FormulaFolio Investments LLC's phone number?
FormulaFolio Investments LLC's contact number is (888) 562-8880.
What is FormulaFolio Investments LLC's official website?
The official website of FormulaFolio Investments LLC can be found at brookstonecm.com.
What is FormulaFolio Investments LLC's current revenue?
As of September 2018, FormulaFolio Investments LLC's annual revenue reached $44B.
How many employees does FormulaFolio Investments LLC currently have?
FormulaFolio Investments LLC employs approximately 15+ people as of September 2018
Which industries is FormulaFolio Investments LLC primarily operating in?
FormulaFolio Investments LLC operates in the following industries: Credit, Finance
What are FormulaFolio Investments LLC's industry tags?
FormulaFolio Investments LLC's industry tags include: Investing, Corporate Retirement Plans, Investment Strategy
What is FormulaFolio Investments LLC's total funding to date?
FormulaFolio Investments LLC has secured $1M as of September 2018
When was FormulaFolio Investments LLC founded?
FormulaFolio Investments LLC was founded in 2011.

Employee Directory

Key Employees

Joshua Jongsma

Product Manager

Phone Email

Brandon Graetz

Financial Advisor

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Jeff Stukey

Director of Business Development

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Brian Evans

Web Developer

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Josh Woodward

Marketing Manager

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