Overview
Assets Under Management: $876 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 189
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Pension Consulting
Clients
Number of High-Net-Worth Clients: 189
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.09
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,188
Discretionary Accounts: 2,179
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 167555
Filing ID: 1967220
Last Filing Date: 2025-03-26 09:24:00
Website: https://formidableam.com