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Building 2FORMIDABLE ASSET MANAGEMENT, LLC

Map pinCINCINNATI, OH
Phone513-655-5566
NotebookSEC #801-77975
Total AUM
$903M
Employees
21
Clients
900

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 E. 4TH STREET
SUITE 2700
CINCINNATI
OH 45202
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
513-655-5566
Other Offices
3

ReceiptFinancials

Total AUM
$903M
Accounts
2,196
Discretionary
$902.3M
Accounts
2,187
Non-Discretionary
$731.4K
Accounts
9

ContactClients

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Individual Clients
674
AUM
$230.4M
HNW Individual Clients
203
AUM
$626.1M
Investment Company Clients
2
AUM
$39.8M
Pooled Vehicle Clients
1
AUM
$1.8M
Pension/Profit Sharing Plan Clients
5
AUM
$986.5K
Charitable Organization Clients
5
AUM
$1.8M
Corporation or Business Clients
10
AUM
$2.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODEFLGAILINKSKYLAMANCNHNYOHORPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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