Insights

Niche Market Focus Formidable Asset Management specializes in wealth management and alternative investment strategies, indicating a target audience of high-net-worth individuals and institutional clients seeking customized financial solutions.

Active Investment Strategy The company's recent investments in equities such as Nokia, Canadian Pacific Railway, and ETFs demonstrate an active portfolio management approach, presenting opportunities to offer advanced analytics, portfolio optimization tools, or investment research services.

Growth Potential With revenues estimated between 25 and 50 million dollars and a lean team of up to 50 employees, there is potential to expand operational capacity with technology solutions that streamline client onboarding, reporting, and compliance.

Technology Adoption Utilizing a modern tech stack including tools like Google Tag Manager and Bootstrap indicates openness to digital solutions, which could be leveraged to introduce CRM, cybersecurity, or client engagement platforms.

Competitive Positioning Operating alongside large firms with thousands of employees such as Fidelity or BlackRock presents an opportunity to differentiate through personalized wealth management services and targeted marketing to niche investor segments.

Formidable Asset Management LLC Tech Stack

Formidable Asset Management LLC uses 8 technology products and services including Matomo, Font Awesome, Modernizr, and more. Explore Formidable Asset Management LLC's tech stack below.

  • Matomo
    Analytics
  • Font Awesome
    Font Scripts
  • Modernizr
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • reCAPTCHA
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • WPMU DEV
    Web Tools And Plugins

Formidable Asset Management LLC's Email Address Formats

Formidable Asset Management LLC uses at least 1 format(s):
Formidable Asset Management LLC Email FormatsExamplePercentage
FLast@formidableam.comJDoe@formidableam.com
48%
FirstLast@formidableam.comJohnDoe@formidableam.com
2%
FLast@formidableam.comJDoe@formidableam.com
48%
FirstLast@formidableam.comJohnDoe@formidableam.com
2%

Frequently Asked Questions

Where is Formidable Asset Management LLC's headquarters located?

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Formidable Asset Management LLC's main headquarters is located at 221 East Fourth Street 2700 Cincinnati, Ohio 45202 United States. The company has employees across 3 continents, including North AmericaAfricaAsia.

What is Formidable Asset Management LLC's phone number?

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You can contact Formidable Asset Management LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Formidable Asset Management LLC's official website and social media links?

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Formidable Asset Management LLC's official website is formidableam.com and has social profiles on LinkedIn.

What is Formidable Asset Management LLC's SIC code NAICS code?

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Formidable Asset Management LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Formidable Asset Management LLC have currently?

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As of March 2026, Formidable Asset Management LLC has approximately 22 employees across 3 continents, including North AmericaAfricaAsia. Key team members include Founder: M. M.Junior Portfolio Manager: A. A.Portfolio Manager: K. H.. Explore Formidable Asset Management LLC's employee directory with LeadIQ.

What industry does Formidable Asset Management LLC belong to?

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Formidable Asset Management LLC operates in the Financial Services industry.

What technology does Formidable Asset Management LLC use?

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Formidable Asset Management LLC's tech stack includes MatomoFont AwesomeModernizrjQuery MigratereCAPTCHAGoogle Tag ManagerBootstrapWPMU DEV.

What is Formidable Asset Management LLC's email format?

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Formidable Asset Management LLC's email format typically follows the pattern of FLast@formidableam.com. Find more Formidable Asset Management LLC email formats with LeadIQ.

When was Formidable Asset Management LLC founded?

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Formidable Asset Management LLC was founded in 2013.

Formidable Asset Management LLC

Financial ServicesOhio, United States11-50 Employees

Formidable Asset Management is a registered investment advisory company that offers wealth management, insurance, financial planning, Alternative Investment Management, and business consulting. We offer a wide range of investment services and custody and clear all our accounts through Raymond James Financial.

Section iconCompany Overview

Headquarters
221 East Fourth Street 2700 Cincinnati, Ohio 45202 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Formidable Asset Management LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Formidable Asset Management LLC's revenue is estimated to be in the range of $25M$50M

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