Unclaimed Profile

William Bush Brown

FORMIDABLE ASSET MANAGEMENT, LLC·CINCINNATI, Ohio

Series 6, Series 7, Series 31, Series 63Clean record26 years registeredFORMIDABLE ASSET MANAGEMENT, LLC

221 E. 4TH STREET, CINCINNATI, OH 45202CRD# 2382615Firm CRD# 167555

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Bush Brown · CINCINNATI, OH

Registration

CRD #2382615 · FORMIDABLE ASSET MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

FORMIDABLE ASSET MANAGEMENT, LLC

Jun 2013 – present

RAYMOND JAMES & ASSOCIATES, INC.

May 2006 – Jul 2013

CINCINNATI, OH

CITIGROUP GLOBAL MARKETS INC.

Feb 2006 – May 2006

CINCINNATI, OH

LEGG MASON WOOD WALKER INC

May 2000 – Feb 2006

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 31

Series 63

Registration record

First registered · May 11, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORMIDABLE ASSET MANAGEMENT, LLC

CRD 167555 · SEC 801-77975

AUM

$887M

Regulatory assets under management

Employees

1,064 client accounts

Services offered by FORMIDABLE ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at FORMIDABLE ASSET MANAGEMENT, LLC →

Introduction

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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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