Sterneck Capital Management is an investment advisor in Kansas City with $275.77 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
222988722
SEC advisor number
801-45256
FINRA CRD number
111463
AUM ?
$254.57 mm
(as of 28 Mar 24)
Accounts
629
(as of 28 Mar 24)
Employees
6
(5 investment advisory or research)
Address
Sterneck Capital Management
4510 BELLEVIEW AVE, SUITE 204
KANSAS CITY
MO 66209
4510 BELLEVIEW AVE, SUITE 204
KANSAS CITY
MO 66209
Phone
816-531-2254
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
18 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
18 Oct 21