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John Howard Kopeck

BBK CAPITAL PARTNERS, LLC·CINCINNATI, Ohio
Unclaimed Profile
255 E. 5TH STREET, CINCINNATI, OH 45202CRD# 2366882Firm CRD# 167555
01

About

John Howard Kopeck is a registered financial advisor based in CINCINNATI, Ohio, affiliated with BBK CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FORMIDABLE ASSET MANAGEMENT, LLC
FORMIDABLE ASSET MANAGEMENT, LLC
AUM
$887M
Regulatory assets under management
Employees
20
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2366882
Firm CRD# 167555
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Howard Kopeck offer?
John Howard Kopeck specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CINCINNATI, Ohio for a consultation.
What are John Howard Kopeck's credentials?
John Howard Kopeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Howard Kopeck located?
John Howard Kopeck is based in CINCINNATI, Ohio, working with BBK CAPITAL PARTNERS, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does John Howard Kopeck charge for services?
John Howard Kopeck's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BBK CAPITAL PARTNERS, LLC?
BBK CAPITAL PARTNERS, LLC has approximately 20 employees and manages $887M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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