THOMAS STORY AND SON LLC

16773 13th Road
Plymouth, Indiana 46563-9374
Tel: 630-878-0747

About THOMAS STORY AND SON LLC

THOMAS STORY AND SON LLC, formally registered with the SEC as THOMAS STORY AND SON LLC. The firm was established in 12/04/2008. They have over 1 offices throughout the country.

THOMAS STORY AND SON LLC is a Plymouth, Indiana based Financial Planning firm with nearly $308,994,000 assets under management, offering retirement planning & investment advisory services to 159 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148774
SEC#	801-69744
Assets Managed by Firm	$308,994,000
No. of Clients	159
No. of Advisors	2

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	159	$308,994,000
Individuals (other than high net worth individuals)	10	$4,545,000
High net worth individuals	29	$300,808,000
Corporations or other businesses	Fewer than 5 clients	$3,641,000

More Retirement Planning firms in Plymouth, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
SANCTUARY ADVISORS, LLC 3815 River Crossing Pkwy, Suite 200 Indianapolis, IN, 46240	$22,024,300,000	49099	643
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56

Explore More Retirement Advisors in Plymouth, Indiana

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.