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STOREN FINANCIAL
ZIONSVILLE, IN
317-733-1000
SEC #801-134761Total AUM
$438.3M
Employees
14Clients
876Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1120 W OAK ST
SUITE 200
ZIONSVILLE
IN 46077
United States
SUITE 200
ZIONSVILLE
IN 46077
United States
Operating Hours
8:30AM TO 4:30PM
MON-THU 8:30AM-4:30PM, FRI BY APPT ONLY
MON-THU 8:30AM-4:30PM, FRI BY APPT ONLY
Phone
317-733-1000
Financials
Total AUM
$438.3M
Accounts
1,676Discretionary
$438.3M
Accounts
1,676Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
771AUM
$227.6M
HNW Individual Clients
93AUM
$204.8M
Pension/Profit Sharing Plan Clients
7AUM
$2.9M
Charitable Organization Clients
1AUM
$64.1K
Corporation or Business Clients
4AUM
$2.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
COFLINTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.