STRONG TOWER ADVISORY SERVICES

RIASEC RegisteredEst. 2021

Total AUM

$759M

Discretionary

$580M

76% of AUM

Avg account

$2.4M

Accounts

314

Employees

Advisory reps

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

FINTRX

Overview

Strong Tower Advisory Services is an independent registered investment adviser formed in 2021 that serves individuals, families and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting-style advisory work, and charges a mix of percentage-of-AUM, hourly and fixed fees. Investment activity tilts toward exchange-traded equities and ETFs as core building blocks, coupled with a material allocation to corporate bond ETFs for income and risk control. The firm operates primarily as a discretionary manager (a substantial portion of assets are managed on a discretionary basis) while maintaining non-discretionary relationships for certain clients and mandates. Strong Tower is not positioned as a direct capital allocator; when it accesses alternatives it does so through third-party external managers and private placement vehicles.