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Building 2STERNECK CAPITAL MANAGEMENT LLC

Map pinKANSAS CITY, MO
Phone816-531-2254
NotebookSEC #801-45256
Total AUM
$327.9M
Employees
5
Clients
265

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1251 NW BRIARCLIFF PKWY
STE 95
KANSAS CITY
MO 64116
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
816-531-2254
Other Offices
5

ReceiptFinancials

Total AUM
$327.9M
Accounts
670
Discretionary
$309M
Accounts
620
Non-Discretionary
$18.9M
Accounts
50

ContactClients

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Individual Clients
120
AUM
$20.6M
HNW Individual Clients
129
AUM
$302.3M
Charitable Organization Clients
8
AUM
$3.1M
Corporation or Business Clients
8
AUM
$1.9M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
EXECUTIVE LEADERSHIP COACHING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
GENERIC NON-ADVIOSORY EDUCATIONAL FINANCIAL PLANNING SESSIONS F

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAILKSMONENYOKTXUT

HandshakeAffiliates

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

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