Strong Capital Management Inc (Menomonee Falls)

Name: Strong Capital Management Inc
Address: 900 Heritage Reserve, Menomonee Falls, WI, 53051
Telephone: 414-359-3918

Strong Capital Management Inc is a large advisory firm based in Menomonee Falls. It manages $56.3 million of regulatory assets for 6,541 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Strong Capital Management provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Strong Capital Management: assets under management

The assets under management (AUM) of Strong Capital Management Inc is $56.3 million. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Strong Capital Management Inc for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Strong Capital Management Inc

Frank Joseph Doyle has been acting as President since 1 Dec 2003. John Wayne Widmer joined the executive team most recently as the President And Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Richard Stuart Strong	Director, chairman and chief investment officer	1 Apr 1974	50% - 75%	1465578
Richard Trent Weiss	Director and portfolio manager	1 Mar 1991	Other	2192676
Richard Trent Weiss	Director and portfolio manager	1 May 1994	Other	2192676
Richard S. Strong 1994 Trust	Trust	1 Dec 1994	Other	39-6606882
Donna L. Strong 1994 Trust	Trust	1 Dec 1994	Other	39-6606881
Thomas Michael Zoeller	Executive vice president and chief financial officer	1 Nov 1998	Other	2003015
David Arnold Braaten	Executive vice president	1 Nov 1998	Other	1991227
Anthony John Damato	Executive vice president	1 Nov 1998	Other	1974266
Thomas Michael Zoeller	Office of the chief executive, executive vice president and chief financial officer	1 Apr 2001	Other	2003015
David Arnold Braaten	Office of the chief executive and executive vice president	1 Apr 2001	Other	1991227
Bradley Curtis Tank	Office of the chief executive, executive vice president, fixed income manager and portfolio manager	1 Apr 2001	Other	1060650
Anthony John Damato	Office of the chief executive and executive vice president	1 Apr 2001	Other	1974266
Elizabeth Nelson Cohernour	General counsel, executive vice president and chief compliance officer	1 Apr 2001	Other	604056
Richard Trent Weiss	Director, vice chairman and portfolio manager	1 May 2001	Other	2192676
Strong Financial Corporation	Parent holding company	1 Dec 2001	75% - 100%	39-1213042
Thomas Arthur Hooker	Chief compliance officer	1 Dec 2001	Other	1646151
Richard William Smirl	Assistant executive vice president (chief legal officer)	1 Feb 2003	Other	4232829
Kenneth John Wessels	Director and chairman	1 Dec 2003	Other	463729
Frank Joseph Doyle	Director	1 Dec 2003	Other	1469801
Frank Peter Doyle	Director	1 Dec 2003	Other	4815062
Richard Christian Andersen	Chief compliance officer	1 Mar 2004	Other	4769097
John Wayne Widmer	President and director	1 Jan 2005	Other	2966036
Chad Allen Koenig	Chief financial officer and treasurer	1 Jan 2005	Other	4179864

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Stuart Strong	Trustee	1 Dec 1994	Other	1465578
Richard Stuart Strong	Director and chairman	1 Dec 2001	50% - 75%	1465578

Based in Menomonee Falls

The principal office where Strong Capital Management Inc performs its advisory services is located at 900 Heritage Reserve, Menomonee Falls, WI 53051, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 414-359-3918 or by fax 414-359-3618. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at strong.com.