Formidable Asset Management

Finance · Ohio, United States · 11-50 Employees

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Overview

Headquarters

221 E 4th St Ste 2700, Cincinnati, Ohio,...

Phone Number

(513) 655-5566

Revenue

$5.5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Formidable Asset Management

Formidable Asset Management specializes in sophisticated investment and financial growth strategies tailored to individual client needs. They offer a range of services including asset management, financial planning, and insurance services, focusing on active investment approaches and comprehensive financial planning. Their intended clients range from young professionals to retirees, addressing various financial goals throughout different life stages. The company prides itself on a client-first approach, supported by a dedicated team and independent platform.Explore more
Formidable Asset Management's Social MediaPopular SearchesFormidable Asset Management LLCFormidable Asset ManagementFormidable Brand LLCFormidable Capital Management LLCFormidable Combination Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Formidable Asset Management Org Chart

PhoneEmail
JW
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Chief Operations Officer & General Counsel

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JS
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Manager, Compliance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Formidable Asset Manageme...

$5.5M
11-50
Private
<$5M
2013
JW
Jason WainscottChief Operations Officer & General Counsel
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Formidable Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Formidable Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Formidable Asset Management.

Formidable Asset Management financials insights

Gather financial insights about Formidable Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Formidable Asset Management's Financials Insights

Formidable Asset Management Tech Stack

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Frequently Asked Questions Regarding Formidable Asset Management

What is Formidable Asset Management's official website?
Formidable Asset Management's official website is www.formidableam.com
What is Formidable Asset Management's Revenue?
Formidable Asset Management's revenue is $5.5 Million
What is Formidable Asset Management's SIC code?
Formidable Asset Management's SIC: 62,628
What is Formidable Asset Management's NAICS code?
Formidable Asset Management's NAICS: 52,523
How many employees does Formidable Asset Management have?
Formidable Asset Management has 11-50 employees
What industry does Formidable Asset Management belong to?
Formidable Asset Management is in the industry of: Finance, Insurance, Securities Trading
What is Formidable Asset Management competition?
Formidable Asset Management top competitors include: Copper Canyon Wealth Management, Rogers Financial Group, Joffrey Smith Financial Group, Goodrich and Associates
What technology does Formidable Asset Management use?
Some of the popular technologies that Formidable Asset Management uses are: TradingView Website & Broker Solutions, WordPress.org, reCAPTCHA, PHP
How do I contact Formidable Asset Management?
Formidable Asset Management contact info: Phone number: (513) 655-5566 Website: www.formidableam.com
What does Formidable Asset Management do?

Formidable Asset Management specializes in sophisticated investment and financial growth strategies tailored to individual client needs. They offer a range of services including asset management, financial planning, and insurance services, focusing on active investment approaches and comprehensive financial planning. Their intended clients range fr... om young professionals to retirees, addressing various financial goals throughout different life stages. The company prides itself on a client-first approach, supported by a dedicated team and independent platform.Read More

What are Formidable Asset Management social media links?
Formidable Asset Management Linkedin page Formidable Asset Management Facebook page
Is Formidable Asset Management a public company?
Formidable Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Formidable Asset Management

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