Storehouse Advisory Group
RIAState Registered
Total AUM
$1.7M
Discretionary
$0
0% of AUM
Avg account
$578K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 147449
- Website
- www.storehouseadvisors.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Storehouse Advisory Group operates as a very small, individual-owned advisory and insurance practice organized as a sole proprietorship. The firm combines insurance brokerage with fee-based financial planning and portfolio management services targeted at individuals and small businesses. Compensation is reported on a percentage-of-AUM basis. The adviser is not positioned as a multi-state or ESG-focused allocator and does not present itself as a separate capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Cash & Cash Equivalents23%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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