Storen Financial
Firm details
- Headquarters
- Zionsville, Indiana
- CRD number
- 339197
- Registered since
- November 21, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.94%
- HNWI46.74%
- Corporations / Businesses0.66%
- Pension & Profit Sharing Plans0.65%
- Charitable Organizations0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Storen Financial is an independent, individual‑owned registered investment adviser that registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. It operates in multiple wealth‑management capacities—its business activities also include acting as a registered representative of a broker‑dealer, working as an insurance broker, and providing accounting services. Fee arrangements are flexible and include AUM fees, hourly charges, and fixed fees. The firm is not an active ESG investor.
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
- Public Funds/Mutual Funds78%
- Exchange Traded Equities11%
- Other6%
- US Government Bonds3%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$385M in ETFs
42%
$163M
49%
$222M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF) | BlackRock | Active | Large Blend | $23.2M | 335,039 | 6.02% |
Location
Zionsville, IN
Boone
Location
Zionsville, IN
Headquartered in Zionsville, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Boone
- Address
- 1120 W Oak St
- Time zone
- ET (UTC-5)
- Office locations
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