Tracy
Germano
Formidable Asset Management, LLC
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About this Advisor
Tracy Germano is a financial advisor based in Vero Beach, Florida, working with Formidable Asset Management, LLC. Tracy has previously worked at Wells Fargo Bank and Formidable Asset Management. Tracy has passed the Series 66 regulatory exam and is registered to provide services in Florida and Ohio. Currently, Tracy is part of Formidable Asset Management, LLC, which has 3 offices and 20 employees. The firm manages $876.0 million in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include 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. Formidable Asset Management, LLC offers asset-based and performance-based fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Formidable Asset Management, LLC Brokerage Details
$876,010,541
20
2,188
$400,370
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
Tracy Germano Work History
Formidable Asset Management
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Tracy Germano 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
Vero Beach, FL
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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