Assets Under Management
$876.0M
Number of Clients
871
Number of Advisors
15
Average Client AUM
$1.0M
AUM per Advisor
$58.4M
Compensation
Fee-Only (AUM)
Formidable Asset Management provides personalized investment advisory services focused on capital appreciation. Services include portfolio management, financial planning, outsourced CIO consulting, pension consulting, and advising exchange-traded funds. They offer both discretionary and non-discretionary portfolio management.
221 E. 4th Street, Suite 2700, Cincinnati, OH, 45202