Financial advisers in Lee'S Summit, MO
3 registered investment adviser firms in Lee'S Summit managing $1.3B in assets, based on public SEC Form ADV filings.
Strongbox Wealth, LLC
Lee'S Summit, MO · Est. 2019
LocalInternational
- AUM
- $562M
- Per adviser
- $141M
- Advisers
- 4
No reported disclosures
Capital Investment Management, INC
Lee'S Summit, MO · Est. 2012
Local
- AUM
- $559M
- Per adviser
- $112M
- Advisers
- 5
No reported disclosures
Bright Portfolios, LLC
Lee'S Summit, MO · Est. 2024
Local
- AUM
- $136M
- Per adviser
- $68M
- Advisers
- 2
No reported disclosures