Sterneck Capital Management

EST. AUM
$327,938,616

CONTACTS
4

CLIENT ACCOUNTS
670

Firm Details

Metro area Kansas City
CRD Number 111463
Website sterneckcapital.com
Client types

Overview

Sterneck Capital Management is a U.S.-based fee-only, fiduciary registered investment adviser (RIA) that provides personalized financial planning and investment management for individuals and families nationwide. Founded in 1989, the firm emphasizes long-term relationships and delivers institutional-style guidance tailored to client goals and life stages.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Sterneck Capital Management

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company