Gregory Stroh
Gregory Stroh is a registered investment advisor at Capital Management Associates INC, based in Minneapolis, MN, with 45 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 932 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Management Associates offers investment management services where fees are based on a percentage of the assets they manage, ranging from 0.1% to 2% per year, or a fixed fee ranging from $250 to $10,000. They also offer a managed account program where the fee typically ranges from 0.1% to 1% of the account value, which is in addition to the third-party asset manager's fee.
Location
7900 Xerxes Avenue S, Suite 500, Minneapolis, MN, 55431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory is involved with two homeowner associations, Pixie Point Association and Faro Blanco Association, dedicating minimal time to each. He is also an insurance agent and owns a rental property, spending minimal time on each activity.
Employment History
Current Registrations
Capital Management Associates INC
Capital Management Securities, INC.Broker
Capital Management Securities, INC.
Previous Registrations
Offerman & CO., INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations14 states
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