Formula Investing, LLC is a large advisory firm based in Woodcliff Lake. It manages $365.72 million of regulatory assets for 1,879 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Formula Investing provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Formula Investing, LLC is $365.72 million. The firm's AUM has grown by 328% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Formula Investing, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Formula Investing, LLC performs its advisory services is located at 50 Tice Blvd., Woodcliff Lake, NJ 07677, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-326-9008 or by fax 201-505-8985. The normal business hours are 9:00 am - 5:00 pm est on Monday - Friday. You can find more information about the New York firm at www.formulainvesting.com.