Formidable Asset Management

Cincinnati, United States Founded: 2013 • Age: 13 yrs
Offers active asset management, financial planning, and insurance services to individuals.

About Formidable Asset Management

Formidable Asset Management is a Financial Services company based in Cincinnati (United States) founded in 2013. It offers active asset management, financial planning, and insurance services to individuals. It operates on a B2C and B2B model. Formidable Asset Management offers products and services including Asset Management, Financial Planning, Insurance Services, and Formidable Fund. Its focus areas include Finance, Asset Management, Investment Services and Active Investing. Its legal entity is Formidable Asset Management, LLC. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.

Company details

Formidable Asset Management is a financial services firm based in Cincinnati, OH, USA, focusing on tailored investment strategies and risk management. They provide active asset management, comprehensive financial planning, insurance services, and a multi-strategy hedge fund. Serving clients across various life stages, they emphasize client success through dedicated teams and evolving tools to achieve financial goals.

Operational Areas

Products & Services of Formidable Asset Management

Formidable Asset Management offers a comprehensive portfolio of products and services, including Asset Management, Financial Planning, Insurance Services, and Formidable Fund.

Asset Management
Investment Service

Active and adaptable management of client portfolios for growth.

Financial Planning
Advisory Service

Comprehensive planning for financial goals and risk management.

Insurance Services
Risk Management

Planning and advice on insurance for client protection.

Formidable Fund
Hedge Fund

Multi-strategy fund seeking absolute returns and diversification.

Competitors of Formidable Asset Management

Formidable Asset Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
fidelity.com1946Boston, United States$517.99M24,000
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
morganstanley.com1935New York, United States49
Wealth management, investment advisory, and financial services are provided.
northwesternmutual.com1857Milwaukee, United States6,661
Northwestern Mutual is engaged in financial planning and insurance services.
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Web traffic of Formidable Asset Management

The website of Formidable Asset Management (formidableam.com) receives about 2.6K visits a month.

  • Monthly visits
    2.6K

    ▼ 19.1% vs previous month

Top companies in Asset Management

3 companies that operate in the same segment as Formidable Asset Management (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Formidable Asset Management

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Frequently Asked Questions about Formidable Asset Management

Formidable Asset Management was founded in 2013.

Formidable Asset Management is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.

Formidable Asset Management is a financial services firm based in Cincinnati, OH, USA, focusing on tailored investment strategies and risk management. They provide active asset management, comprehensive financial planning, insurance services, and a multi-strategy hedge fund. Serving clients across various life stages, they emphasize client success through dedicated teams and evolving tools to achieve financial goals.

Formidable Asset Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.

Formidable Asset Management offers Asset Management, Financial Planning, Insurance Services, and Formidable Fund.

Formidable Asset Management operates through Formidable Asset Management, Llc.

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