Overview
Assets Under Management: $438 million
Headquarters: ZIONSVILLE, IN
High-Net-Worth Clients: 93
Average Client Assets: $2.2 million
Frequently Asked Questions
STOREN FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #339197), STOREN FINANCIAL is subject to fiduciary duty under federal law.
STOREN FINANCIAL is headquartered in ZIONSVILLE, IN.
STOREN FINANCIAL serves 93 high-net-worth clients according to their SEC filing dated April 07, 2026. View client details ↓
According to their SEC Form ADV, STOREN FINANCIAL offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
STOREN FINANCIAL manages $438 million in client assets according to their SEC filing dated April 07, 2026.
According to their SEC Form ADV, STOREN FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 93
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.74%
Average Client Assets: $2.2 million
Total Client Accounts: 1,676
Discretionary Accounts: 1,676
Regulatory Filings
CRD Number: 339197
Filing ID: 2092268
Last Filing Date: 2026-04-07 09:56:14