
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
- SectorsFinancial Services
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- Website formulafolios.com
- Social LinkedIn X Facebook
- Legal Name Brookstone Capital Management Llc
- Employee Count75
People of FormulaFolios
1 people are tracked at FormulaFolios (1 in leadership); the tracked headcount is 75.
| Name | Role | Group |
|---|---|---|
Jason Crump | Co-Founder & CEO | Leadership |
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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 Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of FormulaFolios
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Web traffic of FormulaFolios
Websites that share an audience with FormulaFolios (formulafolios.com).
Websites whose visitors overlap most with FormulaFolios. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
retirementwealthadvisors.com | retirementwealthadvisors.com | 100% | β | ||
| wilkinsinvest.com | 79% | View details | |||
individual.troweprice.com | individual.troweprice.com | 79% | β | ||
| assetbuilder.com | 78% | #13,664,483 | View details | ||
| americancentury.com | 77% | 428.3K | #105,562 | View details | |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
| β’β’β’β’β’β’β’β’β’β’ | β’β’β’β’β’β’.com | β’β’% | β’.β’M | #β’β’β’β’β’ | β |
All 11 similar websites and full traffic analytics for FormulaFolios
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- 11 similar websites
- Audience overlap
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- 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.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Formulafolios
Complete news archive for 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.
