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Building 2THOMAS STORY AND SON LLC

Map pinPLYMOUTH, IN
Phone630-878-0747
NotebookSEC #801-69744
Total AUM
$328.2M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16773 13TH ROAD
PLYMOUTH
IN 46563-9374
United States
Operating Hours
8:30-3:00
Monday - Friday
Phone
630-878-0747

ReceiptFinancials

Total AUM
$328.2M
Accounts
159
Discretionary
$328.2M
Accounts
159
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$4.1M
HNW Individual Clients
28
AUM
$320.2M
Corporation or Business Clients
1
AUM
$3.9M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLILINKYSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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