FormulaFolios Information

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/

Website	http://www.brookstonecm.com/
Revenue	$163.9 million
Funding	$1 million
Employees	9 (1 on RocketReach)
Founded	2011
Address	89 Ionia NW Suite 600, Grand Rapids, Michigan 49503, US
Phone	+1 616-667-2150
Fax	(616) 667-2218
Technologies	JavaScript , HTML , PHP +40 more (view full list)
Industry	Financial Services, Finance General, Other Capital Markets/Institutions, Investing, Finance, Asset Management, Corporate Retirement Plans, Investment Strategy, Money Management
Web Rank	2 Million
Keywords	Independent Advisor, Retirement Planning, Financial Advisor, Financial Planning, Investment Management, Portfolio Management, Financial Services, Wealth Management, Asset Management, Capital Management, Retirement Solutions, Retirement Accounts, Investment Consulting, Wealth Preservation, Retirement Income, Ria Services, Retirement Investing, Estate Planning, Brokerage Services, Securities
Competitors	Fidelity Investments, Schwab Advisor Services, Merrill Edge, Robinhood, Zywave, Betterment, Wealthfront, Acorns, Personal Capital, Stash +42 more (view full list)
SIC	SIC Code 621 Companies, SIC Code 62 Companies
NAICS	NAICS Code 52591 Companies, NAICS Code 523 Companies, NAICS Code 5259 Companies, NAICS Code 52 Companies, NAICS Code 525 Companies

FormulaFolios Questions

What is the annual revenue of FormulaFolios?

The FormulaFolios annual revenue was $163.9 million in 2026.

How many people are employed at FormulaFolios?

1 people are employed at FormulaFolios.

Where is FormulaFolios based?

FormulaFolios is based in Grand Rapids, Michigan.

What is the NAICS code for FormulaFolios?

The NAICS codes for FormulaFolios are [52591, 523, 5259, 52, 525].

What is the SIC code for FormulaFolios?

The SIC codes for FormulaFolios are [621, 62].

Top FormulaFolios Employees

Cheyenne Kamp

Product Trading Specialist at FormulaFolios

Grand Rapids, MI, US
3
- formulafolios.com
- aol.com
- gmail.com
3
- +1 515-248-XXXX
- +1 616-891-XXXX
- +1 616-437-XXXX