CRD: 130069
Able & Strong Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-10-2004
- Office Locations
- 1
Office Locations
About Able & Strong Advisors, Inc.
Utah-based registered investment adviser serving clients nationwide, advising individuals, businesses and institutions including foundations, nonprofits, trusts and endowments. Provides portfolio construction and asset-allocation guidance across public equity, fixed income, mutual funds and ETFs, with support for retirement plans, insurance and business succession planning. Custodies client assets with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY REID MISENER
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4845120
- Ownership
- 50% but less than 75%
KENT ARNOLD MISENER
Chief Investment Officer, President
- CRD
- #2255767
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Sarah Kae Cox
Director
- CRD
- #7280703
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,058,206 | -- |
| Non-Discretionary | $3,295,994 | -- |
| Total | $45,354,200 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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