Home
›
Firms
›
STRONGBOX WEALTH, LLC
STRONGBOX WEALTH, LLC
LEE'S SUMMIT, Missouri
·
2 registered advisors
·
CRD# 304952
SEC# 801-117141
0
816-607-5410
01
Firm Overview
AUM
$394M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at STRONGBOX WEALTH, LLC
2 registered advisors
Charles Sherwood Cooper
LEE'S SUMMIT, Missouri
CRD# 2290910
Jonathan Grant Garlow
LEE'S SUMMIT, Missouri
CRD# 5847474
05
Office Locations
LEE'S SUMMIT, Missouri
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. STRONGBOX WEALTH, LLC (CRD# 304952) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.