Storehouse Investments LLC

Storehouse Investments LLC (CRD# 304610) is a financial advisory firm headquartered in New Castle, PA. They manage $24,974,664 in 169 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
3021 Wilmington Rd, New Castle, PA 16105
https://www.storehouseinvestments.net/
By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $147,779
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, PA

Financial Advisors at Storehouse Investments LLC
Showing 1 - 2 of 2 top financial advisors.
1
Robert Lyles, financial advisor New Castle PA
Robert E. Lyles
CRD#: 5762097
3021 Wilmington Rd, New Castle, PA 16105

Robert Lyles (CRD# 5762097) is an Investment Advisor Representative working at Storehouse Investments LLC in New Castle, PA and has over 13 years of experience in the finance industry.

2
Simonae Lyles, financial advisor New Castle PA
Simonae R. Lyles
CRD#: 5451080
3021 Wilmington Rd, New Castle, PA 16105

Simonae Lyles (CRD# 5451080) is an Investment Advisor Representative working at Storehouse Investments LLC in New Castle, PA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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