STRONGBOX WEALTH, LLC
Lee'S Summit, MO
AUM
$562.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
816-607-5410
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
7 advisers found
CAPITAL INVESTMENT MANAGEMENT, INC
Lee'S Summit, MO
AUM
$558.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
816-246-1212
BRIGHT PORTFOLIOS, LLC
Lee'S Summit, MO
AUM
$135.7M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
877-274-7678
FREEDOM WEALTH ADVISORS, LLC
Lee'S Summit, MO
AUM
$104.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
816-820-7900
RISE RETIREMENT, LLC
Lee'S Summit, MO
AUM
$71.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
913-363-7401
OSBORNE GLOBAL INVESTORS, INC.
Lee'S Summit, MO
AUM
$13.1M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
816-633-4444
LSA TPM, LLC
Lee'S Summit, MO
AUM
$26.0M
RetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
866-581-5724
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