⚲
|
Storehouse Financial LLC
✚
| |
---|---|
CRD # | 140738 |
SEC # | 801-122416 |
CIK # | |
AUM | $174.1 MM (2024-07-09) |
Employees | 4 (75% Investors, 50% Brokers) |
Phone | 877-305-3233 |
Address | 3200 Riverfront Dr Fort Worth, TX 76107 |
Source | [IAPD] [Website] [Facebook] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 1,168 | 124.3 |
(b) Individuals (high net worth individuals) | 26 | 47.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 1 | 2.3 |
(h) Charitable organizations | 2 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,197 | 174.1 |
By Discretionary | ||
Discretionary | 1,197 | 174.1 |
Non-Discretionary | 0 | 0.0 |
Total | 1,197 | 174.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 174.1 | |
Total | 1,197 | 174.1 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Udine Wealth Management Inc
✚
|
FL | 0.2 |
HARA Capital LLC
✚
|
WA | 0.2 |
AG Morgan Financial Advisors LLC
✚
|
NY | 0.2 |
Chronos Capital Advisors LLC
✚
|
FL | 0.2 |
Northland Capital Management LLC
✚
|
MN | 0.2 |
Parker Financial Advisors LLC
✚
|
TX | 0.2 |
Nvest Wealth Strategies Inc
✚
|
OH | 0.2 |
Eliot Finkel Investment Counsel LLC
✚
|
CA | 0.2 |
Alcosta Capital Management Inc
✚
|
CA | 0.2 |
Commons Capital LLC
✚
|
MA | 0.2 |