STRONGBOX WEALTH, LLC

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

About STRONGBOX WEALTH, LLC

STRONGBOX WEALTH, LLC, formally registered with the SEC as STRONGBOX WEALTH, LLC. The firm was established in 08/08/2019. They have over 1 offices throughout the country.

STRONGBOX WEALTH, LLC is a Lee's Summit, Missouri based Financial Planning firm with nearly $456,532,204 assets under management, offering retirement planning & investment advisory services to 463 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304952
SEC#	801-117141
Assets Managed by Firm	$456,532,204
No. of Clients	463
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	463	$456,532,204
Individuals (other than high net worth individuals)	278	$94,005,799
High net worth individuals	159	$336,805,972
Pension and profit sharing plans	10	$7,868,843
Charitable organizations	Fewer than 5 clients	$5,411,719
Corporations or other businesses	11	$12,439,871

More Retirement Planning firms in Lee's Summit, Missouri:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NISA INVESTMENT ADVISORS, LLC 7676 Forsyth Blvd Suite 1100 St. Louis, MO, 63105-4141	$306,242,186,324	282	390
AMERICAN CENTURY INVESTMENT MANAGEMENT INC 4500 Main Street Kansas City, MO, 64111-7709	$229,554,718,263	647	225
OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

Explore More Retirement Advisors in Lee'S Summit, Missouri

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.