Overview
Assets Under Management: $457 million
Headquarters: LEE'S SUMMIT, MO
High-Net-Worth Clients: 159
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 463
Discretionary Accounts: 444
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 304952
Last Filing Date: 2025-02-25 00:00:00
Website: https://strongboxwealth.com