Strong Investment Management, LLC

RIASEC Registered
Total AUM
$112M
Discretionary
$96.9M
87% of AUM
Avg account
$175K
Accounts
638
Employees
3
Advisory reps
3

Firm details

Headquarters
Canton, Ohio
CRD number
289309
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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 36%, Investment Grade Corp Bonds 9%, Cash & Cash Equivalents 2%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities36%
  • Investment Grade Corp Bonds9%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • Steven Carlson

    Steven Carlson

    Vice PresidentCRD 5024470

  • Jolie Howell

    Jolie Howell

    Client Service AssociateCRD 7479746

  • Glen Strong

    Glen Strong

    PresidentCRD 2997137

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth