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Merging Investment Advisory Firms to Keep Dual Headquarters

FormulaFolios and Retirement Wealth Advisors Joining Brookstone Capital to Create $6.5 Billion Registered Investment Adviser
By CoStar Research
July 9, 2020 | 9:22 P.M.

Two registered investment adviser firms, Brookstone Capital Management based in Chicago, and FormulaFolios based in Grand Rapids, Michigan, plan to merge operations and create a $6.5 billion firm serving retirement advisers.

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