$111.9M Total AUM
$96.9M Disc. AUM
-- 3Y CAGR
3 Employees
404 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-31-2017
- Office Locations
- 1
Office Locations
100 30th Street NW Suite 100 Canton OH
About Strong Investment Management, LLC
Strong Investment Management, LLC is a Canton-based RIA. The firm has been operating for 8 years. Managing $111.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$37.3M AVG AUM / ADVISOR
$277.0K AVG AUM / CLIENT
5.3 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GLEN VAN RENSSELAER STRONG
Chief Compliance Officer, Investment Advisor, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #2997137
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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S
Steven Patrick Carlson
Investment Advisor
- CRD
- #5024470
Available
Available
Available
J
JOLIE ELIZABETH HOWELL
Client Service Associate
- CRD
- #7479746
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,939,769 | -- |
| Non-Discretionary | $14,964,026 | -- |
| Total | $111,903,795 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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