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Joshua Dale Davis

FORMULA FOLIO INVESTMENTS, LLC·JENISON, Michigan
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501 BALDWIN STREET, JENISON, MI 49428CRD# 5872523Firm CRD# 153467
01

About

Joshua Dale Davis is a registered financial advisor based in JENISON, Michigan, affiliated with FORMULA FOLIO INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
BROOKSTONE ASSET MANAGEMENT, LLC
BROOKSTONE ASSET MANAGEMENT, LLC
AUM
$385M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BROOKSTONE ASSET MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5872523
Firm CRD# 153467
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joshua Dale Davis offer?
Joshua Dale Davis specializes in Investment Management, Fee-Only Advisory. Contact their office in JENISON, Michigan for a consultation.
What are Joshua Dale Davis's credentials?
Joshua Dale Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joshua Dale Davis located?
Joshua Dale Davis is based in JENISON, Michigan, working with FORMULA FOLIO INVESTMENTS, LLC. Their office serves clients in the JENISON metropolitan area and surrounding communities.
How does Joshua Dale Davis charge for services?
Joshua Dale Davis'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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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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