Strong Tower Advisory Services
Firm details
- Headquarters
- Minneapolis, Minnesota
- CRD number
- 315106
- Registered since
- June 21, 2021
- Website
- www.strongtowerwm.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.2%
- Pension & Profit Sharing Plans23.57%
- Individuals6.76%
- Corporations / Businesses0.88%
- Charitable Organizations0.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Strong Tower Advisory Services is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. Ownership is a mix of a domestic entity and an individual. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Strong Tower does not identify as an active ESG investor and is not flagged as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities55%
- Public Funds/Mutual Funds43%
- State & Local Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 8
Wendy Peichel
Senior Wealth PlannerCRD 5193100
Troy Winegarner
Managing PartnerCRD 3258313
Gregory Molle
Managing PartnerCRD 1316841
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$333M in ETFs
62%
$208M
37%
$126M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES FLEXIBLE INCOME ACTIVE ETF (BINC) | BlackRock | Active | Multisector Bond | $30.5M | 582,449 | 9.15% |
Location
Minneapolis, MN
Hennepin
Location
Minneapolis, MN
Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 333 S 7th St
- Time zone
- CT (UTC-6)
- Office locations
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