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Formidable Asset Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 High Dividend ETF $951,000

    Assets

    Assets

    Last updated on June 28, 2019
      • $416.3M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 1K
        Accounts
      • $286.9K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    6

    name start date
    David Brian Henning
    April 2017
    Benjamin Adam Siefring
    May 2017
    Timothy M Begley
    June 2018
    William Bush Brown
    June 2013
    Henry Platt Brightwell
    June 2016

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Formidable Capital Management, LLC -- --
      Formidable Financial Services -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        William Bush Brown Managing Member/Chief Investment Officer/Chief Executive Officer March, 2013 50% to 75%
        Jason Philip Wainscott Cco, Coo And General Counsel February, 2019 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Performance-Based Fees