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).

By the Numbers
  • Total Assets Under Management
    935
    MILLION
  • Total Number of Accounts
    8,615
    ACCOUNTS
  • Average Account Value
    $108,508
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Formula Folio Investments
Showing 1 - 1 of 1 top financial advisors.
1
Amy B. Lawson
CRD#: 4488966
Raleigh, NC
93
Wealthminder
score

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.

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