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STORGE
150 Alhambra Circle
Suite 10
Coral Gables, Florida 33134
Tel: 7859692515
About STORGE
STORGE, formally registered with the SEC as STORGE. The firm was established in 09/18/2019. They have over 2 offices throughout the country.
STORGE is a Coral Gables, Florida based Financial Planning firm with nearly $720,726,505 assets under management, offering retirement planning & investment advisory services to 164 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305395 |
| SEC# | 801-117352 |
| Assets Managed by Firm | $720,726,505 |
| No. of Clients | 164 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 164 | $720,726,505 |
| High net worth individuals | 58 | $718,631,166 |
| Corporations or other businesses | 1 | $2,095,339 |
More Retirement Planning firms in Coral Gables, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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