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STERNECK CAPITAL MANAGEMENT LLC

4510 Belleview Avenue
Suite 204
Kansas City, Missouri 64111
Tel: 816-531-2254

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#111463
SEC#801-45256
Assets Managed by Firm$254,571,595
No. of Clients629
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (EXECUTIVE COACHING)

Firm Client Information

No. of ClientsAUM
Firm Total629$254,571,595
Individuals (other than high net worth individuals)188$89,031,467
High net worth individuals51$160,055,132
Charitable organizations8$2,955,981
Corporations or other businesses8$2,529,015

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