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).

Current Firm Details
221 E. 4th Street, Suite 2700, Cincinnati, OH 45202
https://www.facebook.com/p/massey-romans-wealth-management-team-of-raymond-james-100071719784062/
By the Numbers
  • Total Assets Under Management
    887
    MILLION
  • Total Number of Accounts
    1,064
    ACCOUNTS
  • Average Account Value
    $833,491
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DE, FL, GA, IL, IN, KY, MA, NC, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Formidable Asset Management, LLC
Showing 11 - 11 of 11 top financial advisors.
11
Krysten Taylor, financial advisor Cincinnati OH
Krysten M. Taylor
CRD#: 5650896
221 E. 4th Street, Suite 2700, Cincinnati, OH 45202

Krysten Taylor (CRD# 5650896) is an Investment Advisor Representative working at Formidable Asset Management, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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