STRONGBOX WEALTH, LLC of LEE'S SUMMIT, MO is an SEC-registered investment adviser (CRD 304952). Regulatory assets under management: $562.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Charles Sherwood Cooper | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Jonathan Grant Garlow | FOUNDING MEMBER | — |
| EMERY LEIGH ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| GARLOW JONATHAN GRANT | FOUNDING MEMBER; MANAGING MEMBER | — |
| COOPER CHARLES SHERWOOD | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |