Formula Folio Investments

Formula Folio Investments (CRD# 153467) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $3,467,023,250 in 22,839 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,467
    MILLION
  • Total Number of Accounts
    22,839
    ACCOUNTS
  • Average Account Value
    $151,803
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Formula Folio Investments
Showing 1 - 6 of 6 top financial advisors.
1
Brendan V. Grady
CRD#: 6523992
5950 Fairview Road #740, Charlotte, NC 28210

Brendan Grady (CRD# 6523992) is an Investment Advisor Representative working at Formula Folio Investments in Charlotte, NC and has over 6 years of experience in the finance industry.

2
Mark A. Henry
CRD#: 6578782
13840 Ballantyne Corporate Place Suite 115, Charlotte, Nc, 28255, NC 28277

Mark Henry (CRD# 6578782) is an Investment Advisor Representative working at Formula Folio Investments in Charlotte, Nc, 28255, NC and has over 6 years of experience in the finance industry.

3
Chessada T. Laney
CRD#: 2858141
801 E. Morehead Ste 305, Charlotte, NC 28202

Chessada Laney (CRD# 2858141) is an Investment Advisor Representative working at Formula Folio Investments in Charlotte, NC and has over 24 years of experience in the finance industry.

4
Steven K. Lewis
CRD#: 5688348
348 Raleigh, Ste B, Holly Springs, NC 27540

Steven Lewis (CRD# 5688348) is an Investment Advisor Representative working at Formula Folio Investments in Holly Springs, NC and has over 12 years of experience in the finance industry.

5
Reid O. Schmideler
CRD#: 7097750
13840 Ballantyne Corp. Pl., Suite 115, Charlotte, NC 28277

Reid Schmideler (CRD# 7097750) is an Investment Advisor Representative working at Formula Folio Investments in Charlotte, NC and has over 2 years of experience in the finance industry.

6
Michael A. Willard
CRD#: 5169910
13840 Ballantyne Corporate Pl Ste 115, Cxharlotte, NC 28277

Michael Willard (CRD# 5169910) is an Investment Advisor Representative working at Formula Folio Investments in Cxharlotte, NC and has over 3 years of experience in the finance industry.

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