STRONGBOX WEALTH, LLC - Financial Advisor in Missouri, Lee'S Summit

Tel: 816-607-5410 3470 Ne Ralph Powell Road Suite A Lee'S Summit, Missouri 64064

About STRONGBOX WEALTH, LLC

STRONGBOX WEALTH, LLC is a Lee'S Summit, Missouri based financial advisory firm with nearly $456,532,204 in assets under management and provides investment advisory services for 463 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

304952

Firm SEC#:

801-117141

Assets Under Management:

$456,532,204

No. of Clients:

463

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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