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Building 2STOREY & ASSOCIATES

Map pinNORTH CANTON, OH
Phone330-526-8944
NotebookSEC #801-70327
Total AUM
$259.5M
Employees
9
Clients
208

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1360 SOUTH MAIN STREET
NORTH CANTON
OH 44720
United States
Operating Hours
8:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
330-526-8944

ReceiptFinancials

Total AUM
$259.5M
Accounts
726
Discretionary
$257.9M
Accounts
722
Non-Discretionary
$1.6M
Accounts
4

ContactClients

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Individual Clients
137
AUM
$51.8M
HNW Individual Clients
71
AUM
$207.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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