Formulafolio Investments Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Formulafolio Investments

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Formulafolio Investments Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	89 Ionia Nw, Suite 600 Grand Rapids, MI 49503

Note: Revenues for privately held companies are statistical evaluations.


Formulafolio Investments's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Formulafolio Investments's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Formulafolio Investments is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Formulafolio Investments Annual Revenue and Growth Rate

Formulafolio Investments	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$10 - $100 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Formulafolio Investments's revenues are gauged from an analysis of company filings.

Formulafolio Investments's Income Statement (based on Industry Averages)

Formulafolio Investments P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
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Total Operating Expenses
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EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Formulafolio Investments is developing and marketing. Formulafolio Investments doesn't have any recent trademark applications, indicating Formulafolio Investments is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
KEEP BY FORMULAFOLIOS Downloadable mobile application for users to access, monitor, track, search, organize, and manage financial accounts and investments	06/02/2020
INVEST SMARTER. Financial advice and consultancy services; Investment management	03/05/2018

See all trademarks and details in the Full Report.

Market Share of Formulafolio Investments's Largest Competitors

A competitive analysis shows these companies are in the same general field as Formulafolio Investments, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Formulafolio Investments. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
FORMULAFOLIO INVESTMENT	Grand Rapids, MI	100
TRILLIUM MANAGEMENT MSV	Grand Rapids, MI	63
FORMULAFOLIO INVESTMENTS	Grand Rapids, MI	54
CENTENNIAL SECURITIES	Grand Rapids, MI	47
STRATEGIES TRM EQUITY FUND II ACCESS FUND	Grand Rapids, MI	34
LEGACY TRUST	Grand Rapids, MI	26

Future Competition: Formulafolio Investments's Fastest Growing Competitors

These companies are in the same general field as Formulafolio Investments and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)