FormulaFolios

Grand Rapids, United States Founded: 2011 • Age: 15 yrs
Diversified asset management services are offered by FormulaFolios.

About FormulaFolios

FormulaFolios is a Financial Services company based in Grand Rapids (United States) founded in 2011 by Jason Crump. Diversified asset management services are offered by FormulaFolios. The company has 75 employees. Its chief executive, as recorded, is Jason Crump. Its focus areas include Asset Management and Diversified. Its legal entity is BROOKSTONE CAPITAL MANAGEMENT LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

FormulaFolios was established in 2011 as a diversified asset management firm based in Grand Rapids, United States. Operations focus on providing investment strategies and portfolio management for clients. Services include diversified funds and advisory solutions tailored to various risk profiles. The company is led by co-founder and CEO Jason Crump, with activities centered in the financial services sector across the U.S.

  • Headquarters Grand Rapids, United States
  • Employees 75
  • Founders Jason Crump
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website formulafolios.com
  • Social LinkedIn X Facebook
  • Legal Name Brookstone Capital Management Llc
Operational Areas
Key Metrics
  • Employee Count
    75

People of FormulaFolios

1 people are tracked at FormulaFolios (1 in leadership); the tracked headcount is 75.

NameRoleGroup
Jason Crump
Co-Founder & CEOLeadership
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Competitors of FormulaFolios

FormulaFolios has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Detailed competitors of FormulaFolios

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Web traffic of FormulaFolios

Websites that share an audience with FormulaFolios (formulafolios.com).

Similar websites

Websites whose visitors overlap most with FormulaFolios. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
retirementwealthadvisors.com
retirementwealthadvisors.com
100%
–
wilkinsinvest.com
79%
View details
individual.troweprice.com
individual.troweprice.com
79%
–
assetbuilder.com
78%
#13,664,483View details
americancentury.com
77%
428.3K#105,562View details
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 11 similar websites and full traffic analytics for FormulaFolios

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  • 11 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

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Top companies in Asset Management

3 companies that operate in the same segment as FormulaFolios (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Formulafolios

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Frequently Asked Questions about FormulaFolios

FormulaFolios was founded in 2011.

FormulaFolios is headquartered in Grand Rapids, United States. It is registered at Grand Rapids, Michigan, United States.

Jason Crump is the CEO of FormulaFolios, as recorded in our data. They have also founded this company.

FormulaFolios has 75 employees.

FormulaFolios was established in 2011 as a diversified asset management firm based in Grand Rapids, United States. Operations focus on providing investment strategies and portfolio management for clients. Services include diversified funds and advisory solutions tailored to various risk profiles. The company is led by co-founder and CEO Jason Crump, with activities centered in the financial services sector across the U.S.

FormulaFolios's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

FormulaFolios operates through Brookstone Capital Management Llc.

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