4510 Belleview Avenue
Suite 204
Kansas City, Missouri 64111
Tel: 816-531-2254
STERNECK CAPITAL MANAGEMENT LLC, formally registered with the SEC as STERNECK CAPITAL MANAGEMENT LLC. The firm was established in 12/20/1993. They have over 7 offices throughout the country.
STERNECK CAPITAL MANAGEMENT LLC is a Kansas City, Missouri based Financial Planning firm with nearly $254,571,595 assets under management, offering retirement planning & investment advisory services to 629 clients. The firm is staffed with 6 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111463 |
SEC# | 801-45256 |
Assets Managed by Firm | $254,571,595 |
No. of Clients | 629 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 629 | $254,571,595 |
Individuals (other than high net worth individuals) | 188 | $89,031,467 |
High net worth individuals | 51 | $160,055,132 |
Charitable organizations | 8 | $2,955,981 |
Corporations or other businesses | 8 | $2,529,015 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
Explore More Retirement Advisors in Kansas City, Missouri