Storie Financial Advisory LLC
Firm details
- Headquarters
- Canonsburg, Pennsylvania
- CRD number
- 156294
- Fee structure
- Hourly Charges
- Client types
- HNWI84.88%
- Individuals15.12%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Storie Financial Advisory LLC is an independent, individual-owned RIA that serves individuals and families with financial planning and portfolio management for individuals and small businesses. The firm also lists accounting among its business activities and charges clients on an hourly basis for advice. Its ADV indicates the adviser is not a multi-state adviser, does not position itself as an ESG investor, and is not structured as a capital allocator or pension consultant. The firm’s reported assets are recorded as non-discretionary.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities63%
- Cash & Cash Equivalents35%
- US Government Bonds3%
- Investment Grade Corp Bonds2%
Contacts
1 of 1Gary Storie
Managing MemberCRD 3066716
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Canonsburg, PA
Washington
Location
Canonsburg, PA
Headquartered in Canonsburg, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Washington
- Address
- 2400 Ansys Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Hutchison Whitehead Wealth Management
RIACanonsburg, PA
Summit Advisors, LLC
RIACanonsburg, PA
MFG Private Wealth
RIACanonsburg, PA
Main Advisory, Inc.
RIACanonsburg, PA
Networth Advisors, LLC
RIACanonsburg, PA
Braun-Bostich & Associates Inc.
RIACanonsburg, PA