StrongBox Wealth is an investment advisor in Lee's Summit with $333.86 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
842323078
SEC advisor number
801-117141
FINRA CRD number
304952
AUM ?
$394.04 mm
(as of 15 Feb 24)
Accounts
1,419
(as of 15 Feb 24)
Employees
6
(3 investment advisory or research)
Address
StrongBox Wealth
3470 NE RALPH POWELL ROAD
STE A
LEE'S SUMMIT
MO 64064
3470 NE RALPH POWELL ROAD
STE A
LEE'S SUMMIT
MO 64064
Phone
(816) 607-5410
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
14 Apr 22
13F-HR
Quarterly holdings report by institutional manager
14 Jan 22