Unclaimed Profile

Steven Monroe Craig

FORMULA FOLIO INVESTMENTS, LLC·GRAND RAPIDS, Michigan

Clean recordFORMULA FOLIO INVESTMENTS, LLC

89 IONIA AVE NW, GRAND RAPIDS, MI 49503CRD# 6449677Firm CRD# 153467

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Monroe Craig · GRAND RAPIDS, MI

Registration

CRD #6449677 · FORMULA FOLIO INVESTMENTS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Steven Monroe Craig is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with FORMULA FOLIO INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

BROOKSTONE ASSET MANAGEMENT, LLC

AUM

$385M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BROOKSTONE ASSET MANAGEMENT, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6449677

Firm CRD# 153467

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven Monroe Craig offer?

Steven Monroe Craig specializes in Investment Management, Fee-Only Advisory. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Steven Monroe Craig's credentials?

Steven Monroe Craig is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Monroe Craig located?

Steven Monroe Craig is based in GRAND RAPIDS, Michigan, working with FORMULA FOLIO INVESTMENTS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Steven Monroe Craig charge for services?

Steven Monroe Craig's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORMULA FOLIO INVESTMENTS, LLC?

FORMULA FOLIO INVESTMENTS, LLC has approximately 6 employees and manages $385M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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