FormulaFolio Investments, LLC Info

FormulaFolio Investments, LLC info

FormulaFolio Investments, LLC (SEC CIK 1626982) first filed with the SEC on 2015-06-17 (Form 13F-HR) and has filed 31 times since, including 27 Form 13F-HR quarterly holdings reports. It is organized in MI and registered at 89 IONIA AVE NW, SUITE 600, GRAND RAPIDS, MI, 49503.

Name: Value FormulaFolio Investments, LLC.
SEC CIK: Value 1626982.
State of organization: Value MI.
Business address: Value 89 IONIA AVE NW, SUITE 600, GRAND RAPIDS, MI, 49503.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	FormulaFolio Investments, LLC
SEC CIK	1626982
State of organization	MI
Business address	89 IONIA AVE NW, SUITE 600, GRAND RAPIDS, MI, 49503
Mailing address	89 IONIA AVE NW, SUITE 600, GRAND RAPIDS, MI, 49503
Phone	616-667-2150 EXT7004
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2015-06-17 (Form 13F-HR)
Latest SEC filing	2021-07-28 (Form 13F-HR)
Filings on EDGAR	31
First Form 13F-HR	2015-06-17 (quarter ended 2014-12-31)
Latest Form 13F-HR	2021-07-28 (quarter ended 2021-06-30)
Form 13F-HR filings	27

Filings by Form

Form	Filings	Latest
13F-HR	27	2021-07-28
40-APP	1	2016-08-30
40-APP/A	1	2016-11-04
APP NTC	1	2017-07-07
APP ORDR	1	2017-07-07

Filings by Year

Year	Filings	Form 13F-HR
2021	3	3
2020	4	4
2019	4	4
2018	4	4
2017	6	4
2016	6	4
2015	4	4

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