FormulaFolios Employee Directory

Financial ServicesMichigan, United States51-200 Employees

We’re an investment firm with an obsession for doing good.

Many financial professionals treat you and your investments like products only to serve themselves. This needs to change. We’re disrupting the status quo by providing investors with smart portfolios that eliminate waste and keep costs low so we can pass those savings on to you.


Disclosure: http://formulafolios.com/social-media-disclosures/

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FormulaFolios Global Highlights

North America
47

United States Of America
46
Mexico
1

FormulaFolios's Leadership

J. C.
Chief Executive Officer And Investment Advisor
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J. W.
Ceo / Chief Investment Strategist
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K. L.
Senior Vice President Business Development And Investment Advisor Representative
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A. B.
Events Manager
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B. G.
Portfolio Accounting Manager
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J. P.
Full Stack Engineer - Team Lead
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J. J.
Product Manager
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K. M.
Project Manager
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Contact profiles from FormulaFolios

Name

Title

Contact Info

Location

Last Update

C. M.
Business Associate
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Email
United States
Oct 24, 2024
C. H.
Advisor Support Specialist
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Email
May 05, 2024
E. P.
Financial Planner
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United StatesCalifornia
Oct 22, 2024
F. D.
Web Marketing Support Specialist
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MexicoSonora
Sep 14, 2024
G. V. D.
Finance Associate
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United StatesMichigan
Nov 05, 2024
J. C.
Web Developer
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Email
Oct 23, 2024
K. T.
Compliance Analyst
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United StatesCalifornia
Oct 21, 2024
L. M.
Financial Planning Specialist
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United StatesMichigan
Oct 17, 2024
L. T. F.
Financial Advisor
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United StatesMichigan
Oct 16, 2024
M. S.
Advisor Support Specialist
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Email
Oct 16, 2024

Frequently Asked Questions

What is FormulaFolios known for?

FormulaFolios was founded in 2011 operates in the Financial Services industry. The company's main headquarters is located in 89 Ionia NW Suite 600 Grand Rapids, MI 49503 US; you can contact the main corporate office by phone at

+1-616-667-****

. Explore FormulaFolios's company overview page for more information.

What is FormulaFolios's most common email format?

FormulaFolios employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more FormulaFolios email formats with LeadIQ.

How many employees does FormulaFolios have currently?

FormulaFolios has approximately 51 employees as of March 2022. These team members are located across 1 continents, including North America.

Who are FormulaFolios's key employees and leadership?

As of March 2022, FormulaFolios's key employees include:

Chief Executive Officer And Investment Advisor: J. C.
Ceo / Chief Investment Strategist: J. W.
Senior Vice President Business Development And Investment Advisor Representative: K. L.
Events Manager: A. B.
Portfolio Accounting Manager: B. G.

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