William
Brown
Formidable Asset Management, LLC
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About this Advisor
William Brown is a financial advisor operating out of Cincinnati, Ohio with a total of 10 years of industry experience. Brown is on the advisory team at Formidable Asset Management, LLC. Brown has gained experience at Raymond James & Associates, Inc, Bbk Capital Partners, LLC and Formidable Asset Management, LLC. Brown maintains a Series 63 license, certifying them as a securities representative, and can advise clients in Ohio. Formidable Asset Management, LLC is an advisory company headquartered in Cincinnati, OH. The investment advisory business has offices in two locations and a total of 15 people on staff. It handles $632 million in assets across its 1,778 client accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 1,778 customer accounts, 22% belong to high-net-worth individuals who have more than $1 million in assets available to invest. Formidable Asset Management, LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and pension consulting services. Financial advisory fees depend on the financial services offered. However, fees billed by Formidable Asset Management, LLC can be comprised of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Formidable Asset Management, LLC Brokerage Details
$632,038,209
15
1,778
$355,477
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
William Brown Work History
William has been registered as a financial advisor for 10 years.*
Formidable Asset Management, LLC
Bbk Capital Partners, LLC
Raymond James & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Formidable Asset Management, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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