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William Bush Brown

FORMIDABLE ASSET MANAGEMENT, LLC·CINCINNATI, Ohio
Unclaimed Profile
221 E. 4TH STREET, CINCINNATI, OH 45202CRD# 2382615Firm CRD# 167555
01

About

William Bush Brown is a registered financial advisor based in CINCINNATI, Ohio, affiliated with FORMIDABLE ASSET MANAGEMENT, 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
View all advisors at FORMIDABLE ASSET MANAGEMENT, LLC →
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# 2382615
Firm CRD# 167555
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Bush Brown offer?
William Bush Brown specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CINCINNATI, Ohio for a consultation.
What are William Bush Brown's credentials?
William Bush Brown is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Bush Brown located?
William Bush Brown is based in CINCINNATI, Ohio, working with FORMIDABLE ASSET MANAGEMENT, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does William Bush Brown charge for services?
William Bush Brown'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 FORMIDABLE ASSET MANAGEMENT, LLC?
FORMIDABLE ASSET MANAGEMENT, 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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Other Advisors at FORMIDABLE ASSET MANAGEMENT, LLC

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Benjamin Mcburney Blemker
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Jason Philip Wainscott
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Jennifer Lynn Pracht
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