Formulafolio Investment Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Formulafolio Investment

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Formulafolio Investment Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52392 Portfolio Management
Address	89 Ionia Ave Nw Ste 600 Grand Rapids, MI 49503

Note: Revenues for privately held companies are statistical evaluations.


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

• What is the company's size? (Annual sales and employees)
  • Formulafolio Investment's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Formulafolio Investment is classified as operating in the Portfolio Management industry, NAICS Code 52392.

Formulafolio Investment Annual Revenue and Growth Rate

Formulafolio Investment	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 Investment's revenues are gauged from an analysis of company filings.

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

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

Market Share of Formulafolio Investment's Largest Competitors

A competitive analysis shows these companies are in the same general field as Formulafolio Investment, 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)
RUSSELL TOBIN & ASSOCIATES	New York, NY	100
R. W. SELBY	Los Angeles, CA	50
STEWARD PARTNERS GLOBAL ADVISORY	New York, NY	47
NORTHWEST RESTAURANT VENTURES	San Francisco, CA	28
T.K. INVESTMENT	Visalia, CA	24
CLEANCHOICE ENERGY SHARED SERVICES	Washington, DC	24
LEVEL FOUR GROUP	Dallas, TX	21
STELLAR GALLERY	Fresno, CA	20
TAMARACK RESORT TWO	Atlanta, GA	20

Nearby Competitors

These companies are similar in business line and location to Formulafolio Investment. 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
GRAND WEALTH MANAGEMENT	Grand Rapids, MI	25
KROON & MITCHELL ASSET MANAGEMENT	Grand Rapids, MI	22
REGAL INVESTMENT ADVISORS	Kentwood, MI	21
FINANCIAL ADVISORY	Grand Rapids, MI	20

Future Competition: Formulafolio Investment's Fastest Growing Competitors

These companies are in the same general field as Formulafolio Investment 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)