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STERNECK CAPITAL MANAGEMENT LLC
4510 Belleview Avenue
Suite 204
Kansas City, Missouri 64111
Tel: 816-531-2254
About STERNECK CAPITAL MANAGEMENT LLC
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 4 offices throughout the country.
STERNECK CAPITAL MANAGEMENT LLC is a Kansas City, Missouri based Financial Planning firm with nearly $239,259,698 assets under management, offering retirement planning & investment advisory services to 648 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 111463 |
| SEC# | 801-45256 |
| Assets Managed by Firm | $239,259,698 |
| No. of Clients | 648 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 648 | $239,259,698 |
| Individuals (other than high net worth individuals) | 195 | $82,057,722 |
| High net worth individuals | 52 | $152,166,677 |
| Charitable organizations | 9 | $2,816,491 |
| Corporations or other businesses | 8 | $2,218,808 |
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