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STOREHOUSE FINANCIAL LLC
3200 Riverfront Dr.
Suite 204
Fort Worth, Texas 76107
Tel: 877-305-3233
About STOREHOUSE FINANCIAL LLC
STOREHOUSE FINANCIAL LLC, formally registered with the SEC as STOREHOUSE FINANCIAL LLC. The firm was established in 09/29/2021. They have over 3 offices throughout the country.
STOREHOUSE FINANCIAL LLC is a Fort Worth, Texas based Financial Planning firm with nearly $174,057,891 assets under management, offering retirement planning & investment advisory services to 1197 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 140738 |
| SEC# | 801-122416 |
| Assets Managed by Firm | $174,057,891 |
| No. of Clients | 1197 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1197 | $174,057,891 |
| Individuals (other than high net worth individuals) | 1168 | $124,342,810 |
| High net worth individuals | 26 | $47,275,861 |
| Pension and profit sharing plans | 1 | $2,339,220 |
| Charitable organizations | 2 | $100,000 |
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