Formula Folio Investments
Formula Folio Investments (CRD# 153467) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $934,792,665 in 8,615 accounts and serve the financial needs of clients across 50 states (or territories).
Total Assets Under Management935MILLION
Total Number of Accounts8,615ACCOUNTS
Average Account Value$108,508
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Amy Lawson (CRD# 4488966) is an Investment Advisor Representative working at Formula Folio Investments in Raleigh, NC and has over 15 years of experience in the finance industry.