FORMIDABLE ASSET MANAGEMENT, LLC

CINCINNATI, Ohio·3 registered advisors·CRD# 167555
SEC# 801-779753513-655-5566
01

Firm Overview

AUM
$887M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at FORMIDABLE ASSET MANAGEMENT, LLC

3 registered advisors
Benjamin Mcburney Blemker
CINCINNATI, Ohio
John Howard Kopeck
CINCINNATI, Ohio
William Bush Brown
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. FORMIDABLE ASSET MANAGEMENT, LLC (CRD# 167555) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.