FormulaFolio Investments

Company Profile

FormulaFolio Investments is an investment advisor in Wheaton with $219.59 mm assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

271883816

SEC advisor number

801-72780

FINRA CRD number

153467

AUM ?

$219.59 mm (as of 22 May 23)

Accounts

4 (as of 22 May 23)

Employees

6 (5 investment advisory or research)

Address

FormulaFolio Investments
89 IONIA AVE NW
SUITE 600
GRAND RAPIDS
MI 49503

Office hours

Monday - Friday, 8:30AM TO 5:00PM

Phone

616-667-2150 EXT7004

Owner	Title	From	%Ownership
Crump, Jason, Michael	VP, Relationship Manager	07/2020	< 5%
Vanwoerkom, Joel, Gerald	VP of Operations	07/2020	< 5%
Brookstone Capital Management LLC	Member	07/2020	> 75%
Zayed, Nadim, "Dean"	Chief Executive Officer	07/2020	< 5%
Ronconi, Darryl, Desmond	President and Chief Operating Officer	07/2020	< 5%
Al BCM, LLC	Member	07/2019	> 75%
Zayed Ria, LLC	Member	07/2019	25-50%
Lovett, Matthew, Lee	Chief Compliance Officer	06/2021	< 5%