Strong Investment Management, LLC
Firm details
- Headquarters
- Canton, Ohio
- CRD number
- 289309
- Website
- strongim.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI49.47%
- Individuals44.56%
- Pension & Profit Sharing Plans5.71%
- Corporations / Businesses0.27%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strong Investment Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as institutional clients, providing financial planning and discretionary and non‑discretionary portfolio management geared toward individuals and small businesses. Its fee model combines percentage‑of‑AUM billing with fixed fees. The adviser does not identify as an ESG investor, is not a multi‑state adviser, and does not market itself as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds53%
- Exchange Traded Equities36%
- Investment Grade Corp Bonds9%
- Cash & Cash Equivalents2%
Contacts
3 of 3
Steven Carlson
Vice PresidentCRD 5024470

Jolie Howell
Client Service AssociateCRD 7479746

Glen Strong
PresidentCRD 2997137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canton, OH
Stark
Location
Canton, OH
Headquartered in Canton, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Stark
- Address
- 100 30th St Nw
- Time zone
- ET (UTC-5)
- Office locations
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