Strongbox Wealth, LLC
Strongbox Wealth, LLC (CRD# 304952) is a financial advisory firm headquartered in Lees Summit, MO. They manage $394,040,300 in 1,419 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management394MILLION
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Total Number of Accounts1,419ACCOUNTS
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Average Account Value$277,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CO, FL, KS, MO, NC, OK, TN, TX
Charles Cooper (CRD# 2290910) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 30 years of experience in the finance industry.
Jonathan Garlow (CRD# 5847474) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 13 years of experience in the finance industry.
Kathy Postoak (CRD# 1855695) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 25 years of experience in the finance industry.
Andrew Beil (CRD# 6343436) is an Investment Advisor Representative working at Strongbox Wealth, LLC in Lees Summit, MO and has over 9 years of experience in the finance industry.