Formidable Asset Management, LLC
Formidable Asset Management, LLC (CRD# 167555) is a financial advisory firm headquartered in Cincinnati, OH. They manage $886,834,074 in 1,064 accounts and serve the financial needs of clients across 20 states (or territories).
-
Total Assets Under Management887MILLION
-
Total Number of Accounts1,064ACCOUNTS
-
Average Account Value$833,491
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA
Timothy Begley (CRD# 5462815) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.
Henry Brightwell (CRD# 2526957) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 29 years of experience in the finance industry.
William Brown (CRD# 2382615) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.
Terri Connelly (CRD# 2510137) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 16 years of experience in the finance industry.
Adam Eagleston (CRD# 4253142) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.
James Gaunt (CRD# 4848862) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry.
Tracy Germano (CRD# 1748857) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 15 years of experience in the finance industry.
David Henning (CRD# 2735291) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 26 years of experience in the finance industry.
Benjamin Siefring (CRD# 5922691) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has over 11 years of experience in the finance industry.
Andrew Allwein (CRD# 7778404) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.