Overview
Assets Under Management: $259 million
Headquarters: NORTH CANTON, OH
High-Net-Worth Clients: 71
Average Client Assets: $2.9 million
Frequently Asked Questions
STOREY & ASSOCIATES 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 #150673), STOREY & ASSOCIATES is subject to fiduciary duty under federal law.
STOREY & ASSOCIATES is headquartered in NORTH CANTON, OH.
STOREY & ASSOCIATES serves 71 high-net-worth clients according to their SEC filing dated February 22, 2018. View client details ↓
According to their SEC Form ADV, STOREY & ASSOCIATES offers financial planning and portfolio management for individuals. View all service details ↓
STOREY & ASSOCIATES manages $259 million in client assets according to their SEC filing dated February 22, 2018.
According to their SEC Form ADV, STOREY & ASSOCIATES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.74%
Average Client Assets: $2.9 million
Total Client Accounts: 657
Discretionary Accounts: 651
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 150673
Filing ID: 1171730
Last Filing Date: 2018-02-22 12:41:00