Harlan G Storey Inc

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Harlan G Storey Inc ✚
CRD #	150673
SEC #	801-70327
CIK #
AUM
Employees	9 (22% Investors, 0% Brokers)
Phone	330-526-8944
Address	1360 South Main Street North Canton, OH 44720
Source	[IAPD] [Website] [Twitter] [LinkedIn]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	137	51.8
(b) Individuals (high net worth individuals)	71	207.7
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	726	259.5
By Discretionary
Discretionary	722	257.9
Non-Discretionary	4	1.6
Total	726	259.5
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		259.5
Total	726	259.5

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