FormulaFolio Investments Overview

  • Founded
  • 2011
Founded
  • Status
  • Acquired/​Merged
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 1

FormulaFolio Investments General Information

Description

Operator of an investment advisory company based in Michigan, United States. The company is a private money manager serving individual investors, non-profits, and corporate clients.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Capital Markets/Institutions
Primary Office
  • 89 Ionia North West
  • Suite 600
  • Grand Rapids, MI 49503
  • United States
+1 (888) 000-0000
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FormulaFolio Investments Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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