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Building 2STRONGBOX WEALTH, LLC

Map pinLEE'S SUMMIT, MO
Phone816-607-5410
NotebookSEC #801-117141
Total AUM
$562.4M
Employees
7
Clients
500

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3470 NE RALPH POWELL ROAD
SUITE A
LEE'S SUMMIT
MO 64064
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
816-607-5410
Other Offices
1

ReceiptFinancials

Total AUM
$562.4M
Accounts
1,698
Discretionary
$528.8M
Accounts
1,621
Non-Discretionary
$33.7M
Accounts
77

ContactClients

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Individual Clients
285
AUM
$100.3M
HNW Individual Clients
189
AUM
$422.9M
Pension/Profit Sharing Plan Clients
19
AUM
$21.1M
Charitable Organization Clients
1
AUM
$6.4M
Corporation or Business Clients
6
AUM
$11.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCOFLKSMONCOKSCTNTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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