FormulaFolios

Financial Services - Grand Rapids, Michigan, US

FormulaFolios Employees
James Ward

Chief People Officer

Contact James Ward

Eva Xiao

Senior Manager of Administration

Contact Eva Xiao

Melina Bhula

Digital Project Manager

Contact Melina Bhula

Samantha Mitchell

Advisor Support Specialist

Contact Samantha Mitchell

Seth Hicks

Financial Planning Analyst

Contact Seth Hicks

Josh Woodward

Marketing Manager

Contact Josh Woodward

Samuel Westers

Advisor Support Specialist

Contact Samuel Westers

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FormulaFolios Details

FormulaFolios is now part of Brookstone Capital Management. Brookstone acquired FormulaFolios to create one the fastest growing and largest RIAs in the country catering to independent retirement advisors. For the latest updates, follow Brookstone Capital Management at https://www.linkedin.com/company/brookstone-capital-management/

FormulaFolios logo, FormulaFolios contact details
Employees: 100 - 249
HQ: (888) 562-8880
Location: Grand Rapids, Michigan, US
Revenue: $44.2 million
Formula Folios Formula Folio Gdp Came In Much Stronger Than Expected Formulafolios Formula Folios Mm100 Retirement Wealth Advisors
FormulaFolios Technologies
Email Providers

Outlook

Customer Relationship Management

Salesforce

Domain Name Services

Route 53

Other

Microsoft Office 365

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