Strong Investment Management, LLC

RIASEC Registered

Total AUM

$112M

Discretionary

$96.9M

87% of AUM

Avg account

$175K

Accounts

638

Employees

Advisory reps

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

FINTRX

Overview

Strong Investment Management, LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and its stated advisory activities center on financial planning and portfolio management for individuals and small businesses. Compensation is a mix of percentage-of-AUM fees and fixed fees. The firm does not position itself as a capital allocator or a pension consultant and is not listed as an active ESG investor. It appears to operate without multi-state adviser status.